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 | $50,354 | $45,035+11.8% | $62,995-20.1% | $70,131-28.2% |
| Participation rate | 66.7% | 69.5%-2.9pp | 74.8%-8.1pp | 69.5%-2.9pp |
| Annual return | 12.67% | 18.76%-6.1pp | 87.57%-74.9pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,032 | $2,051-49.7% | $2,759-62.6% | $2,342-55.9% |
| Participant deferral / active EE | $2,724 | $2,465+10.5% | $3,329-18.2% | $3,332-18.2% |
| Admin fee / account holder | $865 | $2,834-69.5% | $3,600-76.0% | $4,645-81.4% |