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 | $77,272 | $46,553+66.0% | $64,056+20.6% | $75,163+2.8% |
| Participation rate | 48.1% | 65.9%-17.9pp | 72.3%-24.2pp | 67.2%-19.1pp |
| Annual return | 17.39% | 26.03%-8.6pp | 33.69%-16.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,274 | $1,974-35.5% | $2,747-53.6% | $2,670-52.3% |
| Participant deferral / active EE | $3,046 | $2,837+7.4% | $3,880-21.5% | $4,125-26.2% |
| Admin fee / account holder | $1,564 | $2,952-47.0% | $3,068-49.0% | $5,651-72.3% |