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 | $76,546 | $92,985-17.7% | $153,485-50.1% | $80,856-5.3% |
| Participation rate | 60.7% | 69.0%-8.2pp | 77.1%-16.4pp | 67.6%-6.9pp |
| Annual return | 19.92% | 19.95%0pp | 15.65%+4.3pp | 35.59%-15.7pp |
| Employer contribution / active EE | $2,463 | $3,507-29.8% | $5,039-51.1% | $2,755-10.6% |
| Participant deferral / active EE | $5,142 | $5,178-0.7% | $6,757-23.9% | $4,296+19.7% |
| Admin fee / account holder | $7,277 | $8,880-18.1% | $12,724-42.8% | $6,918+5.2% |