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 | $27,726 | $48,076-42.3% | $78,689-64.8% | $62,891-55.9% |
| Participation rate | 51.9% | 65.2%-13.4pp | 73.6%-21.7pp | 69.3%-17.5pp |
| Annual return | 10.88% | 31.35%-20.5pp | 62.18%-51.3pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,673 | $2,015-17.0% | $2,851-41.3% | $2,281-26.7% |
| Participant deferral / active EE | $3,026 | $2,588+16.9% | $3,517-14.0% | $3,203-5.5% |
| Admin fee / account holder | $2,713 | $3,207-15.4% | $4,510-39.8% | $4,296-36.8% |