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 | $59,628 | $86,929-31.4% | $102,423-41.8% | $80,856-26.3% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.7pp | 67.6%+1.1pp |
| Annual return | 14.20% | 18.88%-4.7pp | 29.32%-15.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,443 | $2,369-39.1% | $3,023-52.3% | $2,755-47.6% |
| Participant deferral / active EE | $2,307 | $4,118-44.0% | $5,053-54.3% | $4,296-46.3% |
| Admin fee / account holder | $941 | $8,049-88.3% | $9,451-90.0% | $6,918-86.4% |