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 | $62,250 | $55,932+11.3% | $76,735-18.9% | $67,986-8.4% |
| Participation rate | 38.2% | 50.8%-12.6pp | 69.5%-31.3pp | 57.2%-19.0pp |
| Annual return | 18.55% | 23.10%-4.6pp | 29.77%-11.2pp | 31.67%-13.1pp |
| Employer contribution / active EE | $874 | $1,487-41.2% | $2,454-64.4% | $2,019-56.7% |
| Participant deferral / active EE | $2,039 | $2,558-20.3% | $4,088-50.1% | $3,358-39.3% |
| Admin fee / account holder | $2,607 | $4,907-46.9% | $7,189-63.7% | $3,203-18.6% |