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 | $30,134 | $86,929-65.3% | $102,423-70.6% | $80,856-62.7% |
| Participation rate | 61.9% | 72.4%-10.5pp | 76.5%-14.6pp | 67.6%-5.7pp |
| Annual return | 15.13% | 18.88%-3.8pp | 29.32%-14.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,233 | $2,369-48.0% | $3,023-59.2% | $2,755-55.3% |
| Participant deferral / active EE | $2,191 | $4,118-46.8% | $5,053-56.6% | $4,296-49.0% |
| Admin fee / account holder | $10,223 | $8,049+27.0% | $9,451+8.2% | $6,918+47.8% |