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 | $34,476 | $58,512-41.1% | $84,015-59.0% | $72,985-52.8% |
| Participation rate | 56.9% | 61.2%-4.3pp | 69.0%-12.1pp | 69.5%-12.5pp |
| Annual return | 22.03% | 28.93%-6.9pp | 71.31%-49.3pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,594 | $1,163+37.1% | $1,983-19.6% | $2,440-34.7% |
| Participant deferral / active EE | $2,693 | $2,394+12.5% | $3,239-16.9% | $3,607-25.4% |
| Admin fee / account holder | $1,120 | $4,569-75.5% | $6,101-81.6% | $5,124-78.1% |