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 | $56,449 | $49,025+15.1% | $87,507-35.5% | $62,891-10.2% |
| Participation rate | 65.5% | 64.9%+0.6pp | 73.8%-8.4pp | 69.3%-3.9pp |
| Annual return | 10.84% | 10.02%+0.8pp | 12.21%-1.4pp | 20.14%-9.3pp |
| Employer contribution / active EE | $648 | $1,372-52.7% | $2,550-74.6% | $2,281-71.6% |
| Participant deferral / active EE | $2,645 | $2,289+15.5% | $3,149-16.0% | $3,203-17.4% |
| Admin fee / account holder | $1,897 | $4,065-53.3% | $4,221-55.1% | $4,296-55.8% |