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 | $51,146 | $44,960+13.8% | $84,966-39.8% | $74,495-31.3% |
| Participation rate | 38.3% | 49.4%-11.1pp | 67.5%-29.2pp | 67.2%-28.9pp |
| Annual return | 13.52% | 26.24%-12.7pp | 66.38%-52.9pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $948 | $1,457-34.9% | $2,727-65.2% | $2,623-63.9% |
| Participant deferral / active EE | $1,654 | $2,731-39.4% | $4,519-63.4% | $4,346-61.9% |
| Admin fee / account holder | $2,251 | $2,209+1.9% | $6,149-63.4% | $1,942+15.9% |