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 | $63,537 | $53,053+19.8% | $126,539-49.8% | $74,304-14.5% |
| Participation rate | 60.6% | 48.0%+12.5pp | 69.8%-9.3pp | 60.3%+0.2pp |
| Annual return | 15.74% | 29.46%-13.7pp | 425.95%-410.2pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,139 | $1,168-2.5% | $3,674-69.0% | $2,241-49.2% |
| Participant deferral / active EE | $2,870 | $2,303+24.6% | $4,083-29.7% | $3,767-23.8% |
| Admin fee / account holder | $4,266 | $3,698+15.4% | $6,065-29.7% | $2,969+43.7% |