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 | $50,234 | $43,075+16.6% | $74,583-32.6% | $62,891-20.1% |
| Participation rate | 51.9% | 58.1%-6.1pp | 68.1%-16.2pp | 69.3%-17.4pp |
| Annual return | 7.60% | 17.50%-9.9pp | 20.47%-12.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,106 | $1,498-26.1% | $2,525-56.2% | $2,281-51.5% |
| Participant deferral / active EE | $1,741 | $2,389-27.2% | $3,458-49.7% | $3,203-45.7% |
| Admin fee / account holder | $394 | $2,840-86.1% | $4,138-90.5% | $4,296-90.8% |