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 | $51,425 | $49,025+4.9% | $87,507-41.2% | $62,891-18.2% |
| Participation rate | 36.7% | 64.9%-28.2pp | 73.8%-37.2pp | 69.3%-32.6pp |
| Annual return | 10.64% | 10.02%+0.6pp | 12.21%-1.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,035 | $1,372-24.5% | $2,550-59.4% | $2,281-54.6% |
| Participant deferral / active EE | $2,531 | $2,289+10.5% | $3,149-19.6% | $3,203-21.0% |
| Admin fee / account holder | $1,321 | $4,065-67.5% | $4,221-68.7% | $4,296-69.2% |