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 | $66,256 | $73,787-10.2% | $98,716-32.9% | $82,448-19.6% |
| Participation rate | 62.0% | 61.4%+0.5pp | 69.3%-7.3pp | 68.1%-6.1pp |
| Annual return | 12.95% | 18.57%-5.6pp | 31.81%-18.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,237 | $1,511-18.1% | $2,279-45.7% | $2,551-51.5% |
| Participant deferral / active EE | $3,774 | $3,081+22.5% | $4,048-6.8% | $4,139-8.8% |
| Admin fee / account holder | $7,252 | $6,500+11.6% | $8,703-16.7% | $7,234+0.2% |