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 | $54,473 | $86,929-37.3% | $102,423-46.8% | $80,856-32.6% |
| Participation rate | 64.1% | 72.4%-8.3pp | 76.5%-12.4pp | 67.6%-3.5pp |
| Annual return | 19.41% | 18.88%+0.5pp | 29.32%-9.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,137 | $2,369-52.0% | $3,023-62.4% | $2,755-58.7% |
| Participant deferral / active EE | $2,525 | $4,118-38.7% | $5,053-50.0% | $4,296-41.2% |
| Admin fee / account holder | $5,444 | $8,049-32.4% | $9,451-42.4% | $6,918-21.3% |