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 | $56,041 | $86,922-35.5% | $102,438-45.3% | $80,874-30.7% |
| Participation rate | 41.0% | 72.4%-31.4pp | 76.5%-35.5pp | 67.6%-26.6pp |
| Annual return | 19.04% | 18.90%+0.1pp | 29.37%-10.3pp | 35.62%-16.6pp |
| Employer contribution / active EE | $3,039 | $2,369+28.3% | $3,024+0.5% | $2,756+10.3% |
| Participant deferral / active EE | $3,718 | $4,119-9.7% | $5,054-26.4% | $4,297-13.5% |
| Admin fee / account holder | $18,869 | $8,050+134.4% | $9,448+99.7% | $6,935+172.1% |