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 | $53,635 | $86,929-38.3% | $102,423-47.6% | $80,856-33.7% |
| Participation rate | 50.9% | 72.4%-21.4pp | 76.5%-25.5pp | 67.6%-16.7pp |
| Annual return | 13.01% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,013 | $2,369-15.0% | $3,023-33.4% | $2,755-26.9% |
| Participant deferral / active EE | $4,865 | $4,118+18.1% | $5,053-3.7% | $4,296+13.2% |
| Admin fee / account holder | $7,926 | $8,049-1.5% | $9,451-16.1% | $6,918+14.6% |