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 | $50,440 | $43,723+15.4% | $121,196-58.4% | $64,186-21.4% |
| Participation rate | 43.9% | 58.3%-14.4pp | 71.7%-27.8pp | 69.6%-25.7pp |
| Annual return | 8.27% | 68.91%-60.6pp | 16.93%-8.7pp | 7.63%+0.6pp |
| Employer contribution / active EE | $1,253 | $1,296-3.4% | $4,022-68.9% | $2,381-47.4% |
| Participant deferral / active EE | $2,412 | $2,280+5.8% | $3,344-27.9% | $3,470-30.5% |
| Admin fee / account holder | $1,363 | $3,501-61.1% | $5,019-72.8% | $4,888-72.1% |