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 | $46,273 | $58,512-20.9% | $84,015-44.9% | $72,985-36.6% |
| Participation rate | 59.3% | 61.2%-1.9pp | 69.0%-9.7pp | 69.5%-10.2pp |
| Annual return | 22.41% | 28.93%-6.5pp | 71.31%-48.9pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,294 | $1,163+11.3% | $1,983-34.8% | $2,440-47.0% |
| Participant deferral / active EE | $2,795 | $2,394+16.8% | $3,239-13.7% | $3,607-22.5% |
| Admin fee / account holder | $995 | $4,569-78.2% | $6,101-83.7% | $5,124-80.6% |