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 | $64,538 | $136,307-52.7% | $106,619-39.5% | $273,961-76.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 78.0%-11.3pp | 83.0%-16.3pp |
| Annual return | 11.94% | 11.05%+0.9pp | 9.42%+2.5pp | 41.45%-29.5pp |
| Employer contribution / active EE | $1,500 | $5,190-71.1% | $3,947-62.0% | $4,869-69.2% |
| Participant deferral / active EE | $1,750 | $4,969-64.8% | $3,930-55.5% | $5,287-66.9% |
| Admin fee / account holder | $317 | $8,625-96.3% | $6,418-95.1% | $10,132-96.9% |