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 | $46,144 | $57,065-19.1% | $75,670-39.0% | $70,131-34.2% |
| Participation rate | 68.7% | 68.1%+0.6pp | 72.3%-3.7pp | 69.5%-0.9pp |
| Annual return | 21.95% | 23.57%-1.6pp | 27.34%-5.4pp | 73.14%-51.2pp |
| Employer contribution / active EE | $1,175 | $1,817-35.3% | $2,352-50.1% | $2,342-49.9% |
| Participant deferral / active EE | $2,249 | $2,580-12.8% | $3,142-28.4% | $3,332-32.5% |
| Admin fee / account holder | $1,322 | $3,825-65.4% | $5,800-77.2% | $4,645-71.5% |