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 | $54,647 | $86,929-37.1% | $102,423-46.6% | $80,856-32.4% |
| Participation rate | 69.2% | 72.4%-3.1pp | 76.5%-7.3pp | 67.6%+1.6pp |
| Annual return | 20.13% | 18.88%+1.3pp | 29.32%-9.2pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,606 | $2,369-32.2% | $3,023-46.9% | $2,755-41.7% |
| Participant deferral / active EE | $1,843 | $4,118-55.2% | $5,053-63.5% | $4,296-57.1% |
| Admin fee / account holder | $6,778 | $8,049-15.8% | $9,451-28.3% | $6,918-2.0% |