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 | $55,411 | $58,512-5.3% | $84,015-34.0% | $72,985-24.1% |
| Participation rate | 62.5% | 61.2%+1.3pp | 69.0%-6.5pp | 69.5%-7.0pp |
| Annual return | 21.90% | 28.93%-7.0pp | 71.31%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $482 | $1,163-58.5% | $1,983-75.7% | $2,440-80.2% |
| Participant deferral / active EE | $3,311 | $2,394+38.3% | $3,239+2.2% | $3,607-8.2% |
| Admin fee / account holder | $3,526 | $4,569-22.8% | $6,101-42.2% | $5,124-31.2% |