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 | $57,197 | $49,791+14.9% | $78,210-26.9% | $70,131-18.4% |
| Participation rate | 61.4% | 62.3%-0.9pp | 68.7%-7.4pp | 69.5%-8.2pp |
| Annual return | 13.76% | 20.75%-7.0pp | 40.90%-27.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $778 | $1,430-45.6% | $2,034-61.7% | $2,342-66.8% |
| Participant deferral / active EE | $2,097 | $2,150-2.5% | $2,823-25.7% | $3,332-37.1% |
| Admin fee / account holder | $1,011 | $3,181-68.2% | $3,758-73.1% | $4,645-78.2% |