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 | $60,283 | $86,929-30.7% | $102,423-41.1% | $80,856-25.4% |
| Participation rate | 69.0% | 72.4%-3.4pp | 76.5%-7.5pp | 67.6%+1.3pp |
| Annual return | 12.90% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,554 | $2,369-34.4% | $3,023-48.6% | $2,755-43.6% |
| Participant deferral / active EE | $2,785 | $4,118-32.4% | $5,053-44.9% | $4,296-35.2% |
| Admin fee / account holder | $2,946 | $8,049-63.4% | $9,451-68.8% | $6,918-57.4% |