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 | $24,376 | $99,341-75.5% | $84,750-71.2% | $273,961-91.1% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 12.34% | 22.93%-10.6pp | 22.78%-10.4pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,343 | $4,214-68.1% | $3,574-62.4% | $4,869-72.4% |
| Participant deferral / active EE | $7,587 | $4,269+77.7% | $3,712+104.4% | $5,287+43.5% |
| Admin fee / account holder | $545 | $6,644-91.8% | $5,332-89.8% | $10,132-94.6% |