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 | $59,169 | $72,277-18.1% | $101,248-41.6% | $79,858-25.9% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 23.55% | 22.30%+1.3pp | 46.47%-22.9pp | 31.71%-8.2pp |
| Employer contribution / active EE | $1,739 | $2,692-35.4% | $3,660-52.5% | $2,471-29.6% |
| Participant deferral / active EE | $11,463 | $3,282+249.3% | $4,370+162.3% | $3,740+206.5% |
| Admin fee / account holder | $4,159 | $4,400-5.5% | $5,945-30.1% | $5,306-21.6% |