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 | $31,129 | $86,929-64.2% | $102,423-69.6% | $80,856-61.5% |
| Participation rate | 54.2% | 72.4%-18.2pp | 76.5%-22.3pp | 67.6%-13.5pp |
| Annual return | 15.47% | 18.88%-3.4pp | 29.32%-13.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,219 | $2,369-48.6% | $3,023-59.7% | $2,755-55.8% |
| Participant deferral / active EE | $2,040 | $4,118-50.5% | $5,053-59.6% | $4,296-52.5% |
| Admin fee / account holder | $579 | $8,049-92.8% | $9,451-93.9% | $6,918-91.6% |