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 | $57,931 | $43,723+32.5% | $121,196-52.2% | $64,186-9.7% |
| Participation rate | 45.3% | 58.3%-13.0pp | 71.7%-26.4pp | 69.6%-24.3pp |
| Annual return | 11.08% | 68.91%-57.8pp | 16.93%-5.8pp | 7.63%+3.5pp |
| Employer contribution / active EE | $961 | $1,296-25.9% | $4,022-76.1% | $2,381-59.6% |
| Participant deferral / active EE | $1,723 | $2,280-24.4% | $3,344-48.5% | $3,470-50.3% |
| Admin fee / account holder | $4,201 | $3,501+20.0% | $5,019-16.3% | $4,888-14.1% |