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 | $55,952 | $86,929-35.6% | $102,423-45.4% | $80,856-30.8% |
| Participation rate | 69.2% | 72.4%-3.1pp | 76.5%-7.3pp | 67.6%+1.6pp |
| Annual return | 20.94% | 18.88%+2.1pp | 29.32%-8.4pp | 35.59%-14.7pp |
| Employer contribution / active EE | $1,434 | $2,369-39.5% | $3,023-52.6% | $2,755-47.9% |
| Participant deferral / active EE | $2,881 | $4,118-30.1% | $5,053-43.0% | $4,296-32.9% |
| Admin fee / account holder | $19,388 | $8,049+140.9% | $9,451+105.1% | $6,918+180.3% |