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 | $37,855 | $65,365-42.1% | $92,893-59.2% | $72,985-48.1% |
| Participation rate | 67.7% | 68.3%-0.6pp | 76.0%-8.3pp | 69.5%-1.8pp |
| Annual return | 21.54% | 42.10%-20.6pp | 109.41%-87.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,573 | $2,594-39.4% | $3,653-56.9% | $2,440-35.5% |
| Participant deferral / active EE | $1,347 | $3,128-56.9% | $4,236-68.2% | $3,607-62.6% |
| Admin fee / account holder | $1,887 | $4,251-55.6% | $5,794-67.4% | $5,124-63.2% |