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 | $60,119 | $73,787-18.5% | $98,716-39.1% | $82,448-27.1% |
| Participation rate | 44.8% | 61.4%-16.6pp | 69.3%-24.5pp | 68.1%-23.2pp |
| Annual return | 17.32% | 18.57%-1.3pp | 31.81%-14.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,876 | $1,511+24.1% | $2,279-17.7% | $2,551-26.5% |
| Participant deferral / active EE | $3,368 | $3,081+9.3% | $4,048-16.8% | $4,139-18.6% |
| Admin fee / account holder | $3,890 | $6,500-40.2% | $8,703-55.3% | $7,234-46.2% |