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 | $59,620 | $71,516-16.6% | $98,439-39.4% | $71,457-16.6% |
| Participation rate | 48.7% | 72.7%-24.0pp | 75.2%-26.5pp | 67.9%-19.2pp |
| Annual return | 21.67% | 32.41%-10.7pp | 21.16%+0.5pp | 28.85%-7.2pp |
| Employer contribution / active EE | $2,476 | $2,399+3.2% | $3,048-18.8% | $2,588-4.3% |
| Participant deferral / active EE | $3,743 | $4,109-8.9% | $4,738-21.0% | $4,289-12.7% |
| Admin fee / account holder | $2,959 | $1,675+76.7% | $8,948-66.9% | $1,587+86.4% |