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 | $79,995 | $86,929-8.0% | $102,423-21.9% | $80,856-1.1% |
| Participation rate | 43.0% | 72.4%-29.4pp | 76.5%-33.5pp | 67.6%-24.6pp |
| Annual return | 20.02% | 18.88%+1.1pp | 29.32%-9.3pp | 35.59%-15.6pp |
| Employer contribution / active EE | $1,310 | $2,369-44.7% | $3,023-56.7% | $2,755-52.4% |
| Participant deferral / active EE | $2,811 | $4,118-31.8% | $5,053-44.4% | $4,296-34.6% |
| Admin fee / account holder | $3,720 | $8,049-53.8% | $9,451-60.6% | $6,918-46.2% |