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 | $63,859 | $56,423+13.2% | $77,163-17.2% | $71,457-10.6% |
| Participation rate | 35.9% | 64.3%-28.4pp | 69.6%-33.7pp | 67.9%-32.0pp |
| Annual return | 16.18% | 19.05%-2.9pp | 37.87%-21.7pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,129 | $1,866-39.5% | $2,535-55.5% | $2,588-56.4% |
| Participant deferral / active EE | $2,496 | $3,142-20.6% | $3,833-34.9% | $4,289-41.8% |
| Admin fee / account holder | $1,714 | $1,429+20.0% | $5,472-68.7% | $1,587+8.0% |