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 | $46,025 | $64,480-28.6% | $81,382-43.4% | $80,856-43.1% |
| Participation rate | 67.3% | 63.9%+3.4pp | 69.5%-2.2pp | 67.6%-0.3pp |
| Annual return | 19.49% | 16.34%+3.1pp | 24.73%-5.2pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,450 | $1,978-26.7% | $2,463-41.1% | $2,755-47.4% |
| Participant deferral / active EE | $4,251 | $3,094+37.4% | $3,883+9.5% | $4,296-1.0% |
| Admin fee / account holder | $10,311 | $5,671+81.8% | $5,768+78.7% | $6,918+49.0% |