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 | $62,994 | $56,054+12.4% | $171,082-63.2% | $62,891+0.2% |
| Participation rate | 44.1% | 62.9%-18.8pp | 76.7%-32.6pp | 69.3%-25.2pp |
| Annual return | 8.06% | 22.52%-14.5pp | 32.56%-24.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $734 | $1,731-57.6% | $4,002-81.7% | $2,281-67.8% |
| Participant deferral / active EE | $1,651 | $3,158-47.7% | $4,797-65.6% | $3,203-48.5% |
| Admin fee / account holder | $1,254 | $3,647-65.6% | $8,520-85.3% | $4,296-70.8% |