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 | $46,649 | $65,395-28.7% | $182,532-74.4% | $72,985-36.1% |
| Participation rate | 69.6% | 65.4%+4.2pp | 78.0%-8.4pp | 69.5%+0.1pp |
| Annual return | 23.46% | 27.68%-4.2pp | 148.54%-125.1pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,200 | $1,911-37.2% | $4,076-70.6% | $2,440-50.8% |
| Participant deferral / active EE | $2,881 | $3,563-19.1% | $5,524-47.8% | $3,607-20.1% |
| Admin fee / account holder | $3,483 | $4,245-17.9% | $8,592-59.5% | $5,124-32.0% |