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 | $54,012 | $49,915+8.2% | $154,803-65.1% | $74,304-27.3% |
| Participation rate | 49.0% | 54.0%-4.9pp | 78.1%-29.1pp | 60.3%-11.3pp |
| Annual return | 12.97% | 34.06%-21.1pp | 58.88%-45.9pp | 29.43%-16.5pp |
| Employer contribution / active EE | $831 | $1,611-48.4% | $4,305-80.7% | $2,241-62.9% |
| Participant deferral / active EE | $1,866 | $2,255-17.3% | $5,540-66.3% | $3,767-50.5% |
| Admin fee / account holder | $3,478 | $2,189+58.9% | $14,329-75.7% | $2,969+17.2% |