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 | $76,545 | $83,477-8.3% | $125,175-38.8% | $72,985+4.9% |
| Participation rate | 46.6% | 73.3%-26.8pp | 79.8%-33.2pp | 69.5%-22.9pp |
| Annual return | 21.09% | 25.78%-4.7pp | 43.79%-22.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,143 | $2,345-51.2% | $3,865-70.4% | $2,440-53.1% |
| Participant deferral / active EE | $2,125 | $3,585-40.7% | $4,937-57.0% | $3,607-41.1% |
| Admin fee / account holder | $1,666 | $5,517-69.8% | $9,702-82.8% | $5,124-67.5% |