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 | $20,096 | $53,777-62.6% | $134,143-85.0% | $79,858-74.8% |
| Participation rate | 68.4% | 58.8%+9.7pp | 72.2%-3.8pp | 69.6%-1.2pp |
| Annual return | 17.36% | 19.01%-1.6pp | 36.33%-19.0pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,544 | $1,321+16.8% | $3,704-58.3% | $2,471-37.5% |
| Participant deferral / active EE | $2,519 | $2,420+4.1% | $3,499-28.0% | $3,740-32.7% |
| Admin fee / account holder | $2,654 | $3,984-33.4% | $6,684-60.3% | $5,306-50.0% |