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 | $23,207 | $58,512-60.3% | $84,015-72.4% | $72,985-68.2% |
| Participation rate | 60.2% | 61.2%-1.0pp | 69.0%-8.8pp | 69.5%-9.3pp |
| Annual return | 24.24% | 28.93%-4.7pp | 71.31%-47.1pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,256 | $1,163+8.0% | $1,983-36.7% | $2,440-48.5% |
| Participant deferral / active EE | $1,801 | $2,394-24.8% | $3,239-44.4% | $3,607-50.1% |
| Admin fee / account holder | $437 | $4,569-90.4% | $6,101-92.8% | $5,124-91.5% |