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 | $51,017 | $71,050-28.2% | $93,606-45.5% | $80,856-36.9% |
| Participation rate | 64.0% | 60.4%+3.6pp | 68.7%-4.7pp | 67.6%-3.6pp |
| Annual return | 21.70% | 11.26%+10.4pp | 133.20%-111.5pp | 35.59%-13.9pp |
| Employer contribution / active EE | $1,256 | $1,564-19.7% | $2,420-48.1% | $2,755-54.4% |
| Participant deferral / active EE | $6,462 | $4,034+60.2% | $4,411+46.5% | $4,296+50.4% |
| Admin fee / account holder | $3,233 | $6,945-53.4% | $8,285-61.0% | $6,918-53.3% |