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 | $61,040 | $57,590+6.0% | $86,233-29.2% | $82,448-26.0% |
| Participation rate | 52.0% | 57.9%-5.9pp | 69.0%-17.0pp | 68.1%-16.1pp |
| Annual return | 14.80% | 22.41%-7.6pp | 61.39%-46.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,184 | $1,655-28.5% | $2,504-52.7% | $2,551-53.6% |
| Participant deferral / active EE | $2,419 | $3,080-21.5% | $4,559-47.0% | $4,139-41.6% |
| Admin fee / account holder | $598 | $4,730-87.4% | $8,342-92.8% | $7,234-91.7% |