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 | $55,535 | $48,076+15.5% | $78,689-29.4% | $62,891-11.7% |
| Participation rate | 51.7% | 65.2%-13.5pp | 73.6%-21.8pp | 69.3%-17.6pp |
| Annual return | 8.79% | 31.35%-22.6pp | 62.18%-53.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,032 | $2,015-48.8% | $2,851-63.8% | $2,281-54.8% |
| Participant deferral / active EE | $1,838 | $2,588-29.0% | $3,517-47.7% | $3,203-42.6% |
| Admin fee / account holder | $363 | $3,207-88.7% | $4,510-91.9% | $4,296-91.5% |