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 | $50,998 | $75,963-32.9% | $97,995-48.0% | $70,131-27.3% |
| Participation rate | 62.4% | 77.0%-14.6pp | 82.4%-20.0pp | 69.5%-7.2pp |
| Annual return | 14.45% | 19.26%-4.8pp | 23.94%-9.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,283 | $3,278-60.9% | $4,158-69.2% | $2,342-45.2% |
| Participant deferral / active EE | $2,015 | $4,053-50.3% | $5,097-60.5% | $3,332-39.5% |
| Admin fee / account holder | $2,353 | $5,407-56.5% | $5,943-60.4% | $4,645-49.4% |