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 | $66,835 | $57,016+17.2% | $84,966-21.3% | $80,856-17.3% |
| Participation rate | 37.7% | 56.3%-18.6pp | 67.5%-29.8pp | 67.6%-29.9pp |
| Annual return | 14.54% | 21.66%-7.1pp | 66.38%-51.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,238 | $1,798-31.1% | $2,727-54.6% | $2,755-55.1% |
| Participant deferral / active EE | $2,024 | $3,110-34.9% | $4,519-55.2% | $4,296-52.9% |
| Admin fee / account holder | $434 | $4,980-91.3% | $6,149-92.9% | $6,918-93.7% |