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 | $68,574 | $52,681+30.2% | $75,781-9.5% | $59,632+15.0% |
| Participation rate | 30.0% | 67.2%-37.2pp | 75.8%-45.8pp | 68.7%-38.7pp |
| Annual return | 5.21% | 2.95%+2.3pp | 9.68%-4.5pp | 2041.28%-2036.1pp |
| Employer contribution / active EE | $785 | $2,193-64.2% | $3,323-76.4% | $2,203-64.3% |
| Participant deferral / active EE | $1,539 | $2,591-40.6% | $3,651-57.8% | $3,192-51.8% |
| Admin fee / account holder | $3,849 | $3,610+6.6% | $5,299-27.4% | $4,297-10.4% |