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 | $61,429 | $46,869+31.1% | $122,332-49.8% | $70,131-12.4% |
| Participation rate | 65.6% | 58.2%+7.4pp | 71.6%-6.0pp | 69.5%-3.9pp |
| Annual return | 13.15% | 24.22%-11.1pp | 30.27%-17.1pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,141 | $1,288-11.4% | $4,050-71.8% | $2,342-51.3% |
| Participant deferral / active EE | $2,451 | $2,166+13.1% | $3,287-25.4% | $3,332-26.4% |
| Admin fee / account holder | $542 | $3,322-83.7% | $5,478-90.1% | $4,645-88.3% |