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 | $69,647 | $58,523+19.0% | $99,443-30.0% | $72,985-4.6% |
| Participation rate | 54.2% | 64.6%-10.4pp | 73.8%-19.6pp | 69.5%-15.2pp |
| Annual return | 16.82% | 28.51%-11.7pp | 30.72%-13.9pp | 81.00%-64.2pp |
| Employer contribution / active EE | $506 | $1,512-66.5% | $2,540-80.1% | $2,440-79.2% |
| Participant deferral / active EE | $2,346 | $2,606-10.0% | $3,619-35.2% | $3,607-35.0% |
| Admin fee / account holder | $2,174 | $4,102-47.0% | $6,250-65.2% | $5,124-57.6% |