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 | $50,211 | $46,553+7.9% | $64,056-21.6% | $75,163-33.2% |
| Participation rate | 54.5% | 65.9%-11.4pp | 72.3%-17.8pp | 67.2%-12.6pp |
| Annual return | 18.76% | 26.03%-7.3pp | 33.69%-14.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $833 | $1,974-57.8% | $2,747-69.7% | $2,670-68.8% |
| Participant deferral / active EE | $2,290 | $2,837-19.3% | $3,880-41.0% | $4,125-44.5% |
| Admin fee / account holder | $2,041 | $2,952-30.8% | $3,068-33.5% | $5,651-63.9% |