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 | $49,109 | $43,075+14.0% | $74,583-34.2% | $62,891-21.9% |
| Participation rate | 64.7% | 58.1%+6.7pp | 68.1%-3.4pp | 69.3%-4.6pp |
| Annual return | 6.80% | 17.50%-10.7pp | 20.47%-13.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $469 | $1,498-68.7% | $2,525-81.4% | $2,281-79.4% |
| Participant deferral / active EE | $1,988 | $2,389-16.8% | $3,458-42.5% | $3,203-37.9% |
| Admin fee / account holder | $341 | $2,840-88.0% | $4,138-91.8% | $4,296-92.1% |