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 | $56,540 | $49,915+13.3% | $154,803-63.5% | $74,304-23.9% |
| Participation rate | 35.6% | 54.0%-18.4pp | 78.1%-42.5pp | 60.3%-24.8pp |
| Annual return | 15.97% | 34.06%-18.1pp | 58.88%-42.9pp | 29.43%-13.5pp |
| Employer contribution / active EE | $992 | $1,611-38.4% | $4,305-77.0% | $2,241-55.7% |
| Participant deferral / active EE | $1,137 | $2,255-49.6% | $5,540-79.5% | $3,767-69.8% |
| Admin fee / account holder | $7,292 | $2,189+233.1% | $14,329-49.1% | $2,969+145.6% |