See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,272 | $65,561-15.7% | $91,541-39.6% | $74,304-25.6% |
| Participation rate | 51.0% | 56.6%-5.6pp | 69.8%-18.8pp | 60.3%-9.4pp |
| Annual return | 19.67% | 17.68%+2.0pp | 20.50%-0.8pp | 29.43%-9.8pp |
| Employer contribution / active EE | $1,215 | $1,717-29.2% | $2,505-51.5% | $2,241-45.8% |
| Participant deferral / active EE | $3,054 | $2,918+4.7% | $4,008-23.8% | $3,767-18.9% |
| Admin fee / account holder | $3,628 | $3,333+8.9% | $6,956-47.8% | $2,969+22.2% |