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 | $35,616 | $86,922-59.0% | $102,438-65.2% | $80,874-56.0% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.6%-5.1pp |
| Annual return | 12.76% | 18.90%-6.1pp | 29.37%-16.6pp | 35.62%-22.9pp |
| Employer contribution / active EE | $1,613 | $2,369-31.9% | $3,024-46.7% | $2,756-41.5% |
| Participant deferral / active EE | $2,723 | $4,119-33.9% | $5,054-46.1% | $4,297-36.6% |
| Admin fee / account holder | $3,039 | $8,050-62.2% | $9,448-67.8% | $6,935-56.2% |