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 | $36,230 | $58,512-38.1% | $84,015-56.9% | $72,985-50.4% |
| Participation rate | 65.2% | 61.2%+3.9pp | 69.0%-3.9pp | 69.5%-4.3pp |
| Annual return | 21.69% | 28.93%-7.2pp | 71.31%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,961 | $1,163+68.6% | $1,983-1.1% | $2,440-19.6% |
| Participant deferral / active EE | $2,601 | $2,394+8.6% | $3,239-19.7% | $3,607-27.9% |
| Admin fee / account holder | $1,321 | $4,569-71.1% | $6,101-78.3% | $5,124-74.2% |