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 | $77,797 | $109,413-28.9% | $156,263-50.2% | $84,808-8.3% |
| Participation rate | 68.9% | 72.7%-3.8pp | 78.9%-10.0pp | 68.3%+0.6pp |
| Annual return | 14.33% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $980 | $2,907-66.3% | $4,333-77.4% | $2,631-62.8% |
| Participant deferral / active EE | $2,377 | $4,590-48.2% | $6,158-61.4% | $4,212-43.6% |
| Admin fee / account holder | $939 | $9,357-90.0% | $14,255-93.4% | $7,344-87.2% |