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 | $73,780 | $49,915+47.8% | $154,803-52.3% | $74,304-0.7% |
| Participation rate | 59.0% | 54.0%+5.1pp | 78.1%-19.0pp | 60.3%-1.3pp |
| Annual return | 13.61% | 34.06%-20.4pp | 58.88%-45.3pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,103 | $1,611-31.5% | $4,305-74.4% | $2,241-50.8% |
| Participant deferral / active EE | $1,988 | $2,255-11.8% | $5,540-64.1% | $3,767-47.2% |
| Admin fee / account holder | $2,135 | $2,189-2.5% | $14,329-85.1% | $2,969-28.1% |