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 | $27,219 | $48,046-43.3% | $84,611-67.8% | $72,985-62.7% |
| Participation rate | 63.4% | 57.6%+5.8pp | 68.2%-4.8pp | 69.5%-6.1pp |
| Annual return | 21.86% | 37.38%-15.5pp | 258.74%-236.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,015 | $1,602+25.8% | $2,652-24.0% | $2,440-17.4% |
| Participant deferral / active EE | $2,948 | $2,680+10.0% | $3,899-24.4% | $3,607-18.3% |
| Admin fee / account holder | $4,067 | $3,395+19.8% | $4,912-17.2% | $5,124-20.6% |