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 | $60,860 | $106,749-43.0% | $145,433-58.2% | $82,448-26.2% |
| Participation rate | 65.2% | 75.6%-10.4pp | 82.1%-16.9pp | 68.1%-2.9pp |
| Annual return | 26.40% | 27.59%-1.2pp | 66.58%-40.2pp | 41.64%-15.2pp |
| Employer contribution / active EE | $3,777 | $3,444+9.6% | $4,554-17.1% | $2,551+48.1% |
| Participant deferral / active EE | $6,368 | $6,519-2.3% | $7,897-19.4% | $4,139+53.8% |
| Admin fee / account holder | $4,865 | $8,390-42.0% | $13,129-62.9% | $7,234-32.7% |