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 | $36,324 | $60,892-40.3% | $82,389-55.9% | $84,808-57.2% |
| Participation rate | 67.6% | 63.3%+4.3pp | 69.5%-2.0pp | 68.3%-0.7pp |
| Annual return | 13.87% | 37.29%-23.4pp | 28.67%-14.8pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,286 | $1,779-27.7% | $2,517-48.9% | $2,631-51.1% |
| Participant deferral / active EE | $2,267 | $3,179-28.7% | $4,155-45.4% | $4,212-46.2% |
| Admin fee / account holder | $2,446 | $5,467-55.3% | $7,231-66.2% | $7,344-66.7% |