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 | $45,311 | $57,016-20.5% | $84,966-46.7% | $80,856-44.0% |
| Participation rate | 57.1% | 56.3%+0.8pp | 67.5%-10.4pp | 67.6%-10.5pp |
| Annual return | 30.96% | 21.66%+9.3pp | 66.38%-35.4pp | 35.59%-4.6pp |
| Employer contribution / active EE | $1,834 | $1,798+2.0% | $2,727-32.7% | $2,755-33.4% |
| Participant deferral / active EE | $3,108 | $3,110-0.1% | $4,519-31.2% | $4,296-27.7% |
| Admin fee / account holder | $4,721 | $4,980-5.2% | $6,149-23.2% | $6,918-31.8% |