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 | $34,068 | $58,264-41.5% | $86,612-60.7% | $71,457-52.3% |
| Participation rate | 66.1% | 65.0%+1.1pp | 71.7%-5.6pp | 67.9%-1.8pp |
| Annual return | 21.50% | 21.63%-0.1pp | 591.07%-569.6pp | 28.85%-7.3pp |
| Employer contribution / active EE | $2,213 | $2,574-14.0% | $3,022-26.8% | $2,588-14.5% |
| Participant deferral / active EE | $4,005 | $3,436+16.5% | $4,438-9.8% | $4,289-6.6% |
| Admin fee / account holder | $1,231 | $1,057+16.4% | $5,614-78.1% | $1,587-22.5% |