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 | $35,990 | $96,128-62.6% | $136,007-73.5% | $80,856-55.5% |
| Participation rate | 69.8% | 71.2%-1.4pp | 76.5%-6.7pp | 67.6%+2.2pp |
| Annual return | 13.40% | 28.71%-15.3pp | 579.32%-565.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,821 | $3,351-45.7% | $4,217-56.8% | $2,755-33.9% |
| Participant deferral / active EE | $4,516 | $5,709-20.9% | $7,025-35.7% | $4,296+5.1% |
| Admin fee / account holder | $5,930 | $8,236-28.0% | $6,858-13.5% | $6,918-14.3% |