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 | $63,722 | $86,929-26.7% | $102,423-37.8% | $80,856-21.2% |
| Participation rate | 55.1% | 72.4%-17.3pp | 76.5%-21.4pp | 67.6%-12.5pp |
| Annual return | 19.16% | 18.88%+0.3pp | 29.32%-10.2pp | 35.59%-16.4pp |
| Employer contribution / active EE | $2,144 | $2,369-9.5% | $3,023-29.1% | $2,755-22.2% |
| Participant deferral / active EE | $4,491 | $4,118+9.0% | $5,053-11.1% | $4,296+4.5% |
| Admin fee / account holder | $3,839 | $8,049-52.3% | $9,451-59.4% | $6,918-44.5% |