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 | $58,627-38.0% | $76,735-52.7% | $82,448-55.9% |
| Participation rate | 67.6% | 63.2%+4.3pp | 69.5%-1.9pp | 68.1%-0.5pp |
| Annual return | 13.87% | 39.10%-25.2pp | 29.77%-15.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,286 | $1,729-25.6% | $2,454-47.6% | $2,551-49.6% |
| Participant deferral / active EE | $2,267 | $3,134-27.7% | $4,088-44.6% | $4,139-45.2% |
| Admin fee / account holder | $2,446 | $5,323-54.1% | $7,189-66.0% | $7,234-66.2% |