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 | $45,423 | $39,019+16.4% | $80,716-43.7% | $85,850-47.1% |
| Participation rate | 36.6% | 41.5%-5.0pp | 54.2%-17.6pp | 69.3%-32.7pp |
| Annual return | 12.91% | 26.27%-13.4pp | 87.28%-74.4pp | 318.53%-305.6pp |
| Employer contribution / active EE | $712 | $722-1.3% | $1,160-38.6% | $2,565-72.2% |
| Participant deferral / active EE | $2,550 | $1,326+92.4% | $2,146+18.9% | $3,952-35.5% |
| Admin fee / account holder | $898 | $2,431-63.1% | $3,380-73.4% | $6,260-85.7% |