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 | $50,041 | $72,012-30.5% | $185,823-73.1% | $79,858-37.3% |
| Participation rate | 54.3% | 65.8%-11.5pp | 78.0%-23.7pp | 69.6%-15.3pp |
| Annual return | 25.80% | 23.12%+2.7pp | 35.95%-10.2pp | 31.71%-5.9pp |
| Employer contribution / active EE | $860 | $1,965-56.2% | $4,087-79.0% | $2,471-65.2% |
| Participant deferral / active EE | $1,466 | $3,779-61.2% | $5,632-74.0% | $3,740-60.8% |
| Admin fee / account holder | $557 | $4,513-87.6% | $9,500-94.1% | $5,306-89.5% |