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 | $53,771 | $46,553+15.5% | $64,056-16.1% | $75,163-28.5% |
| Participation rate | 48.4% | 65.9%-17.6pp | 72.3%-23.9pp | 67.2%-18.8pp |
| Annual return | 12.71% | 26.03%-13.3pp | 33.69%-21.0pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,070 | $1,974-45.8% | $2,747-61.0% | $2,670-59.9% |
| Participant deferral / active EE | $4,181 | $2,837+47.4% | $3,880+7.8% | $4,125+1.4% |
| Admin fee / account holder | $1,111 | $2,952-62.4% | $3,068-63.8% | $5,651-80.3% |