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 | $32,219 | $48,230-33.2% | $67,502-52.3% | $80,856-60.2% |
| Participation rate | 64.0% | 66.4%-2.4pp | 72.9%-8.9pp | 67.6%-3.6pp |
| Annual return | 12.54% | 18.28%-5.7pp | 3512.12%-3499.6pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,791 | $2,020-11.3% | $2,731-34.4% | $2,755-35.0% |
| Participant deferral / active EE | $3,756 | $2,924+28.5% | $4,000-6.1% | $4,296-12.6% |
| Admin fee / account holder | $4,263 | $3,681+15.8% | $3,998+6.6% | $6,918-38.4% |