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 | $53,339 | $86,929-38.6% | $102,423-47.9% | $80,856-34.0% |
| Participation rate | 48.8% | 72.4%-23.6pp | 76.5%-27.7pp | 67.6%-18.9pp |
| Annual return | 14.62% | 18.88%-4.3pp | 29.32%-14.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,258 | $2,369-46.9% | $3,023-58.4% | $2,755-54.3% |
| Participant deferral / active EE | $2,357 | $4,118-42.8% | $5,053-53.4% | $4,296-45.1% |
| Admin fee / account holder | $4,095 | $8,049-49.1% | $9,451-56.7% | $6,918-40.8% |