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 | $49,612 | $42,772+16.0% | $87,507-43.3% | $55,167-10.1% |
| Participation rate | 65.4% | 66.5%-1.1pp | 73.8%-8.4pp | 69.0%-3.6pp |
| Annual return | 7.97% | 21.20%-13.2pp | 12.21%-4.2pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,428 | $1,277+11.8% | $2,550-44.0% | $1,963-27.2% |
| Participant deferral / active EE | $1,903 | $2,342-18.8% | $3,149-39.6% | $3,054-37.7% |
| Admin fee / account holder | $1,223 | $461+165.3% | $4,221-71.0% | $504+142.8% |