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 | $63,022 | $56,054+12.4% | $171,082-63.2% | $62,891+0.2% |
| Participation rate | 37.5% | 62.9%-25.4pp | 76.7%-39.2pp | 69.3%-31.8pp |
| Annual return | 6.07% | 22.52%-16.4pp | 32.56%-26.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,275 | $1,731+31.4% | $4,002-43.1% | $2,281-0.3% |
| Participant deferral / active EE | $2,766 | $3,158-12.4% | $4,797-42.3% | $3,203-13.6% |
| Admin fee / account holder | $1,095 | $3,647-70.0% | $8,520-87.1% | $4,296-74.5% |