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 | $47,022 | $74,927-37.2% | $101,794-53.8% | $84,808-44.6% |
| Participation rate | 59.6% | 61.4%-1.8pp | 69.2%-9.5pp | 68.3%-8.7pp |
| Annual return | 15.93% | 18.70%-2.8pp | 30.53%-14.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $861 | $1,522-43.4% | $2,289-62.4% | $2,631-67.3% |
| Participant deferral / active EE | $2,359 | $3,099-23.9% | $4,084-42.2% | $4,212-44.0% |
| Admin fee / account holder | $3,304 | $6,514-49.3% | $8,777-62.4% | $7,344-55.0% |