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 | $58,153 | $63,861-8.9% | $104,607-44.4% | $79,858-27.2% |
| Participation rate | 61.8% | 64.9%-3.1pp | 74.1%-12.3pp | 69.6%-7.8pp |
| Annual return | 16.58% | 21.30%-4.7pp | 340.46%-323.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,241 | $1,588-21.9% | $2,681-53.7% | $2,471-49.8% |
| Participant deferral / active EE | $3,692 | $2,693+37.1% | $3,740-1.3% | $3,740-1.3% |
| Admin fee / account holder | $6,215 | $4,185+48.5% | $6,473-4.0% | $5,306+17.1% |