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 | $47,157 | $86,929-45.8% | $102,423-54.0% | $80,856-41.7% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 12.87% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,817 | $2,369-23.3% | $3,023-39.9% | $2,755-34.1% |
| Participant deferral / active EE | $3,801 | $4,118-7.7% | $5,053-24.8% | $4,296-11.5% |
| Admin fee / account holder | $5,642 | $8,049-29.9% | $9,451-40.3% | $6,918-18.4% |