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 | $27,025 | $46,072-41.3% | $70,014-61.4% | $55,167-51.0% |
| Participation rate | 65.6% | 67.5%-1.8pp | 71.8%-6.2pp | 69.0%-3.3pp |
| Annual return | 8.19% | 8.68%-0.5pp | 12.99%-4.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,615 | $1,500+7.7% | $2,338-30.9% | $1,963-17.7% |
| Participant deferral / active EE | $1,930 | $2,344-17.7% | $2,931-34.1% | $3,054-36.8% |
| Admin fee / account holder | $397 | $428-7.2% | $4,380-90.9% | $504-21.2% |