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 | $60,218 | $48,076+25.3% | $78,689-23.5% | $62,891-4.3% |
| Participation rate | 55.2% | 65.2%-10.0pp | 73.6%-18.4pp | 69.3%-14.1pp |
| Annual return | 10.11% | 31.35%-21.2pp | 62.18%-52.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $890 | $2,015-55.8% | $2,851-68.8% | $2,281-61.0% |
| Participant deferral / active EE | $3,619 | $2,588+39.8% | $3,517+2.9% | $3,203+13.0% |
| Admin fee / account holder | $1,006 | $3,207-68.6% | $4,510-77.7% | $4,296-76.6% |