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 | $71,879 | $91,552-21.5% | $133,956-46.3% | $79,858-10.0% |
| Participation rate | 55.9% | 73.3%-17.4pp | 79.8%-23.9pp | 69.6%-13.7pp |
| Annual return | 12.11% | 61.85%-49.7pp | 45.09%-33.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,530 | $2,384-35.8% | $3,919-61.0% | $2,471-38.1% |
| Participant deferral / active EE | $1,810 | $3,733-51.5% | $5,048-64.1% | $3,740-51.6% |
| Admin fee / account holder | $27,862 | $6,321+340.8% | $8,927+212.1% | $5,306+425.1% |