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 | $36,293 | $64,890-44.1% | $134,172-73.0% | $67,986-46.6% |
| Participation rate | 51.3% | 48.5%+2.8pp | 72.5%-21.2pp | 57.2%-5.9pp |
| Annual return | 18.94% | 16.12%+2.8pp | 25.30%-6.4pp | 31.67%-12.7pp |
| Employer contribution / active EE | $1,234 | $1,360-9.3% | $3,420-63.9% | $2,019-38.9% |
| Participant deferral / active EE | $2,047 | $2,289-10.5% | $4,690-56.4% | $3,358-39.0% |
| Admin fee / account holder | $1,546 | $3,140-50.8% | $12,016-87.1% | $3,203-51.7% |