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 | $53,254 | $43,075+23.6% | $74,583-28.6% | $62,891-15.3% |
| Participation rate | 50.0% | 58.1%-8.1pp | 68.1%-18.1pp | 69.3%-19.3pp |
| Annual return | 11.99% | 17.50%-5.5pp | 20.47%-8.5pp | 20.14%-8.2pp |
| Employer contribution / active EE | $1,707 | $1,498+14.0% | $2,525-32.4% | $2,281-25.2% |
| Participant deferral / active EE | $1,922 | $2,389-19.6% | $3,458-44.4% | $3,203-40.0% |
| Admin fee / account holder | $5,626 | $2,840+98.1% | $4,138+36.0% | $4,296+31.0% |