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 | $56,482 | $54,705+3.2% | $71,209-20.7% | $84,808-33.4% |
| Participation rate | 58.6% | 64.1%-5.4pp | 73.8%-15.1pp | 68.3%-9.7pp |
| Annual return | 13.97% | 35.90%-21.9pp | 282.51%-268.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,524 | $2,158-29.4% | $2,721-44.0% | $2,631-42.1% |
| Participant deferral / active EE | $2,074 | $3,030-31.5% | $4,175-50.3% | $4,212-50.7% |
| Admin fee / account holder | $7,825 | $4,863+60.9% | $5,349+46.3% | $7,344+6.6% |