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 | $86,929-59.0% | $102,423-65.2% | $80,856-56.0% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.6%-5.1pp |
| Annual return | 12.76% | 18.88%-6.1pp | 29.32%-16.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,613 | $2,369-31.9% | $3,023-46.6% | $2,755-41.4% |
| Participant deferral / active EE | $2,723 | $4,118-33.9% | $5,053-46.1% | $4,296-36.6% |
| Admin fee / account holder | $3,039 | $8,049-62.2% | $9,451-67.8% | $6,918-56.1% |