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 | $62,302 | $54,762+13.8% | $90,281-31.0% | $72,985-14.6% |
| Participation rate | 53.7% | 65.1%-11.4pp | 73.3%-19.5pp | 69.5%-15.8pp |
| Annual return | 20.90% | 30.63%-9.7pp | 78.10%-57.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,347 | $2,092-35.6% | $2,854-52.8% | $2,440-44.8% |
| Participant deferral / active EE | $2,534 | $2,887-12.2% | $3,885-34.8% | $3,607-29.8% |
| Admin fee / account holder | $6,246 | $3,972+57.3% | $5,351+16.7% | $5,124+21.9% |