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 | $66,626 | $85,022-21.6% | $70,515-5.5% | $139,434-52.2% |
| Participation rate | 61.1% | 73.9%-12.8pp | 68.3%-7.2pp | 80.3%-19.2pp |
| Annual return | 14.92% | 30.38%-15.5pp | 32.77%-17.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,264 | $3,909-42.1% | $2,973-23.8% | $4,751-52.3% |
| Participant deferral / active EE | $4,367 | $5,890-25.9% | $4,567-4.4% | $6,710-34.9% |
| Admin fee / account holder | $3,792 | $8,906-57.4% | $6,412-40.9% | $11,403-66.7% |