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 | $58,851 | $45,035+30.7% | $62,995-6.6% | $70,131-16.1% |
| Participation rate | 49.2% | 69.5%-20.3pp | 74.8%-25.6pp | 69.5%-20.4pp |
| Annual return | 14.99% | 18.76%-3.8pp | 87.57%-72.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,121 | $2,051-45.3% | $2,759-59.4% | $2,342-52.1% |
| Participant deferral / active EE | $2,389 | $2,465-3.1% | $3,329-28.3% | $3,332-28.3% |
| Admin fee / account holder | $31,002 | $2,834+993.8% | $3,600+761.2% | $4,645+567.4% |