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 | $56,208 | $83,477-32.7% | $125,175-55.1% | $72,985-23.0% |
| Participation rate | 69.7% | 73.3%-3.6pp | 79.8%-10.1pp | 69.5%+0.2pp |
| Annual return | 24.36% | 25.78%-1.4pp | 43.79%-19.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $867 | $2,345-63.0% | $3,865-77.6% | $2,440-64.5% |
| Participant deferral / active EE | $2,507 | $3,585-30.1% | $4,937-49.2% | $3,607-30.5% |
| Admin fee / account holder | $1,830 | $5,517-66.8% | $9,702-81.1% | $5,124-64.3% |