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 | $51,391 | $58,512-12.2% | $84,015-38.8% | $72,985-29.6% |
| Participation rate | 59.5% | 61.2%-1.7pp | 69.0%-9.5pp | 69.5%-10.0pp |
| Annual return | 20.59% | 28.93%-8.3pp | 71.31%-50.7pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,964 | $1,163+68.9% | $1,983-1.0% | $2,440-19.5% |
| Participant deferral / active EE | $3,980 | $2,394+66.3% | $3,239+22.9% | $3,607+10.3% |
| Admin fee / account holder | $2,537 | $4,569-44.5% | $6,101-58.4% | $5,124-50.5% |