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 | $63,578 | $81,460-22.0% | $103,333-38.5% | $80,856-21.4% |
| Participation rate | 69.1% | 66.8%+2.2pp | 74.5%-5.4pp | 67.6%+1.5pp |
| Annual return | 15.76% | 25.55%-9.8pp | 24.88%-9.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,097 | $3,105-64.7% | $3,868-71.6% | $2,755-60.2% |
| Participant deferral / active EE | $5,531 | $3,869+43.0% | $5,057+9.4% | $4,296+28.8% |
| Admin fee / account holder | $2,473 | $6,566-62.3% | $8,355-70.4% | $6,918-64.3% |