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 | $66,927 | $57,828+15.7% | $117,039-42.8% | $70,131-4.6% |
| Participation rate | 51.9% | 67.1%-15.2pp | 77.2%-25.3pp | 69.5%-17.6pp |
| Annual return | 13.03% | 17.55%-4.5pp | 18.95%-5.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,041 | $1,816-42.7% | $3,785-72.5% | $2,342-55.6% |
| Participant deferral / active EE | $1,467 | $2,438-39.8% | $3,929-62.7% | $3,332-56.0% |
| Admin fee / account holder | $5,258 | $3,548+48.2% | $5,974-12.0% | $4,645+13.2% |