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 | $37,457 | $181,894-79.4% | $156,549-76.1% | $273,961-86.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 34.05% | 30.74%+3.3pp | 32.23%+1.8pp | 41.45%-7.4pp |
| Employer contribution / active EE | $2,586 | $6,248-58.6% | $5,501-53.0% | $4,869-46.9% |
| Participant deferral / active EE | $5,542 | $5,550-0.2% | $4,871+13.8% | $5,287+4.8% |
| Admin fee / account holder | $445 | $15,559-97.1% | $13,027-96.6% | $10,132-95.6% |