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 | $53,762 | $48,230+11.5% | $67,502-20.4% | $80,856-33.5% |
| Participation rate | 60.5% | 66.4%-5.9pp | 72.9%-12.4pp | 67.6%-7.2pp |
| Annual return | 12.65% | 18.28%-5.6pp | 3512.12%-3499.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,284 | $2,020-36.4% | $2,731-53.0% | $2,755-53.4% |
| Participant deferral / active EE | $2,374 | $2,924-18.8% | $4,000-40.7% | $4,296-44.7% |
| Admin fee / account holder | $4,378 | $3,681+18.9% | $3,998+9.5% | $6,918-36.7% |