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 | $56,754 | $47,848+18.6% | $81,478-30.3% | $70,131-19.1% |
| Participation rate | 46.2% | 58.3%-12.1pp | 68.0%-21.8pp | 69.5%-23.4pp |
| Annual return | 17.99% | 27.25%-9.3pp | 38.78%-20.8pp | 73.14%-55.2pp |
| Employer contribution / active EE | $818 | $1,527-46.4% | $2,568-68.1% | $2,342-65.1% |
| Participant deferral / active EE | $1,297 | $2,453-47.1% | $3,537-63.3% | $3,332-61.1% |
| Admin fee / account holder | $4,417 | $3,145+40.5% | $4,561-3.2% | $4,645-4.9% |