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 | $47,217 | $77,896-39.4% | $134,172-64.8% | $82,448-42.7% |
| Participation rate | 67.7% | 62.8%+4.9pp | 72.5%-4.8pp | 68.1%-0.4pp |
| Annual return | 16.74% | 18.21%-1.5pp | 25.30%-8.6pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,471 | $2,159+14.5% | $3,420-27.7% | $2,551-3.1% |
| Participant deferral / active EE | $4,093 | $3,162+29.5% | $4,690-12.7% | $4,139-1.1% |
| Admin fee / account holder | $2,798 | $6,336-55.8% | $12,016-76.7% | $7,234-61.3% |