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 | $57,981 | $46,869+23.7% | $122,332-52.6% | $70,131-17.3% |
| Participation rate | 47.2% | 58.2%-11.0pp | 71.6%-24.5pp | 69.5%-22.4pp |
| Annual return | 21.76% | 24.22%-2.5pp | 30.27%-8.5pp | 73.14%-51.4pp |
| Employer contribution / active EE | $1,998 | $1,288+55.2% | $4,050-50.7% | $2,342-14.7% |
| Participant deferral / active EE | $1,116 | $2,166-48.5% | $3,287-66.0% | $3,332-66.5% |
| Admin fee / account holder | $879 | $3,322-73.5% | $5,478-83.9% | $4,645-81.1% |