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 | $58,983 | $86,929-32.1% | $102,423-42.4% | $80,856-27.1% |
| Participation rate | 64.2% | 72.4%-8.2pp | 76.5%-12.3pp | 67.6%-3.4pp |
| Annual return | 12.20% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,235 | $2,369-47.9% | $3,023-59.1% | $2,755-55.2% |
| Participant deferral / active EE | $3,678 | $4,118-10.7% | $5,053-27.2% | $4,296-14.4% |
| Admin fee / account holder | $6,960 | $8,049-13.5% | $9,451-26.4% | $6,918+0.6% |