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 | $56,178 | $43,723+28.5% | $121,196-53.6% | $64,186-12.5% |
| Participation rate | 35.3% | 58.3%-23.0pp | 71.7%-36.5pp | 69.6%-34.3pp |
| Annual return | 13.51% | 68.91%-55.4pp | 16.93%-3.4pp | 7.63%+5.9pp |
| Employer contribution / active EE | $1,086 | $1,296-16.2% | $4,022-73.0% | $2,381-54.4% |
| Participant deferral / active EE | $1,486 | $2,280-34.8% | $3,344-55.6% | $3,470-57.2% |
| Admin fee / account holder | $4,270 | $3,501+22.0% | $5,019-14.9% | $4,888-12.6% |