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 | $69,398 | $59,839+16.0% | $81,983-15.4% | $79,858-13.1% |
| Participation rate | 48.7% | 61.6%-12.9pp | 69.2%-20.5pp | 69.6%-20.9pp |
| Annual return | 10.50% | 17.56%-7.1pp | 41.31%-30.8pp | 31.71%-21.2pp |
| Employer contribution / active EE | $586 | $1,713-65.8% | $2,498-76.5% | $2,471-76.3% |
| Participant deferral / active EE | $2,717 | $2,695+0.8% | $3,722-27.0% | $3,740-27.4% |
| Admin fee / account holder | $5,965 | $4,287+39.1% | $5,664+5.3% | $5,306+12.4% |