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 | $70,495 | $86,929-18.9% | $102,423-31.2% | $80,856-12.8% |
| Participation rate | 65.4% | 72.4%-7.0pp | 76.5%-11.1pp | 67.6%-2.3pp |
| Annual return | 19.56% | 18.88%+0.7pp | 29.32%-9.8pp | 35.59%-16.0pp |
| Employer contribution / active EE | $3,647 | $2,369+53.9% | $3,023+20.6% | $2,755+32.4% |
| Participant deferral / active EE | $6,139 | $4,118+49.0% | $5,053+21.5% | $4,296+42.9% |
| Admin fee / account holder | $13,443 | $8,049+67.0% | $9,451+42.2% | $6,918+94.3% |