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 | $76,279 | $65,041+17.3% | $90,951-16.1% | $79,858-4.5% |
| Participation rate | 57.0% | 61.6%-4.6pp | 69.0%-12.0pp | 69.6%-12.7pp |
| Annual return | 15.36% | 30.45%-15.1pp | 134.60%-119.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,032 | $1,247-17.3% | $2,122-51.4% | $2,471-58.2% |
| Participant deferral / active EE | $1,361 | $2,512-45.8% | $3,373-59.7% | $3,740-63.6% |
| Admin fee / account holder | $1,167 | $4,536-74.3% | $5,959-80.4% | $5,306-78.0% |