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 | $49,836 | $86,929-42.7% | $102,423-51.3% | $80,856-38.4% |
| Participation rate | 62.8% | 72.4%-9.6pp | 76.5%-13.7pp | 67.6%-4.8pp |
| Annual return | 10.90% | 18.88%-8.0pp | 29.32%-18.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,578 | $2,369-33.4% | $3,023-47.8% | $2,755-42.7% |
| Participant deferral / active EE | $2,487 | $4,118-39.6% | $5,053-50.8% | $4,296-42.1% |
| Admin fee / account holder | $1,292 | $8,049-83.9% | $9,451-86.3% | $6,918-81.3% |