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 | $15,648 | $54,762-71.4% | $90,281-82.7% | $72,985-78.6% |
| Participation rate | 66.7% | 65.1%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 21.32% | 30.63%-9.3pp | 78.10%-56.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,154 | $2,092-44.9% | $2,854-59.6% | $2,440-52.7% |
| Participant deferral / active EE | $2,564 | $2,887-11.2% | $3,885-34.0% | $3,607-28.9% |
| Admin fee / account holder | $4,183 | $3,972+5.3% | $5,351-21.8% | $5,124-18.4% |