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 | $72,445 | $57,590+25.8% | $86,233-16.0% | $82,448-12.1% |
| Participation rate | 54.5% | 57.9%-3.3pp | 69.0%-14.5pp | 68.1%-13.5pp |
| Annual return | 13.75% | 22.41%-8.7pp | 61.39%-47.6pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,830 | $1,655+10.5% | $2,504-26.9% | $2,551-28.3% |
| Participant deferral / active EE | $4,902 | $3,080+59.1% | $4,559+7.5% | $4,139+18.4% |
| Admin fee / account holder | $6,681 | $4,730+41.2% | $8,342-19.9% | $7,234-7.7% |