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 | $41,033 | $60,349-32.0% | $74,183-44.7% | $62,891-34.8% |
| Participation rate | 62.5% | 72.7%-10.2pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | 29.22% | 21.37%+7.8pp | 17.74%+11.5pp | 20.14%+9.1pp |
| Employer contribution / active EE | $2,004 | $1,680+19.3% | $2,370-15.5% | $2,281-12.2% |
| Participant deferral / active EE | $3,734 | $2,856+30.8% | $3,550+5.2% | $3,203+16.6% |
| Admin fee / account holder | $4,467 | $4,261+4.8% | $5,586-20.0% | $4,296+4.0% |