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 | $54,700 | $47,848+14.3% | $81,478-32.9% | $70,131-22.0% |
| Participation rate | 53.3% | 58.3%-4.9pp | 68.0%-14.6pp | 69.5%-16.2pp |
| Annual return | 13.75% | 27.25%-13.5pp | 38.78%-25.0pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,664 | $1,527+8.9% | $2,568-35.2% | $2,342-29.0% |
| Participant deferral / active EE | $2,739 | $2,453+11.6% | $3,537-22.6% | $3,332-17.8% |
| Admin fee / account holder | $9,439 | $3,145+200.1% | $4,561+106.9% | $4,645+103.2% |