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 | $26,204 | $62,573-58.1% | $85,682-69.4% | $85,850-69.5% |
| Participation rate | 67.6% | 61.1%+6.5pp | 69.9%-2.2pp | 69.3%-1.7pp |
| Annual return | 12.95% | 23.77%-10.8pp | 21.49%-8.5pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,799 | $1,757+2.4% | $2,618-31.3% | $2,565-29.9% |
| Participant deferral / active EE | $3,715 | $2,802+32.6% | $3,923-5.3% | $3,952-6.0% |
| Admin fee / account holder | $1,286 | $4,640-72.3% | $6,873-81.3% | $6,260-79.5% |