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 | $50,286 | $86,929-42.2% | $102,423-50.9% | $80,856-37.8% |
| Participation rate | 62.2% | 72.4%-10.1pp | 76.5%-14.2pp | 67.6%-5.4pp |
| Annual return | 12.41% | 18.88%-6.5pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,943 | $2,369-18.0% | $3,023-35.7% | $2,755-29.5% |
| Participant deferral / active EE | $4,732 | $4,118+14.9% | $5,053-6.4% | $4,296+10.2% |
| Admin fee / account holder | $15,248 | $8,049+89.4% | $9,451+61.3% | $6,918+120.4% |