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 | $48,865 | $56,897-14.1% | $84,750-42.3% | $62,891-22.3% |
| Participation rate | 65.4% | 68.5%-3.2pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 6.69% | 6.30%+0.4pp | 22.78%-16.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,676 | $2,400-30.2% | $3,574-53.1% | $2,281-26.5% |
| Participant deferral / active EE | $3,508 | $2,709+29.5% | $3,712-5.5% | $3,203+9.5% |
| Admin fee / account holder | $4,158 | $3,581+16.1% | $5,332-22.0% | $4,296-3.2% |