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 | $37,982 | $48,795-22.2% | $65,493-42.0% | $84,808-55.2% |
| Participation rate | 59.2% | 67.0%-7.8pp | 73.1%-13.9pp | 68.3%-9.1pp |
| Annual return | 15.77% | 20.20%-4.4pp | 982.45%-966.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,492 | $1,930-22.7% | $2,574-42.0% | $2,631-43.3% |
| Participant deferral / active EE | $3,802 | $2,928+29.8% | $3,961-4.0% | $4,212-9.7% |
| Admin fee / account holder | $4,130 | $3,877+6.5% | $5,028-17.9% | $7,344-43.8% |