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 | $61,034 | $49,915+22.3% | $154,803-60.6% | $74,304-17.9% |
| Participation rate | 52.2% | 54.0%-1.7pp | 78.1%-25.8pp | 60.3%-8.1pp |
| Annual return | 17.61% | 34.06%-16.5pp | 58.88%-41.3pp | 29.43%-11.8pp |
| Employer contribution / active EE | $1,494 | $1,611-7.3% | $4,305-65.3% | $2,241-33.3% |
| Participant deferral / active EE | $3,068 | $2,255+36.1% | $5,540-44.6% | $3,767-18.6% |
| Admin fee / account holder | $9,470 | $2,189+332.6% | $14,329-33.9% | $2,969+219.0% |