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 | $51,530 | $49,227+4.7% | $70,449-26.9% | $79,858-35.5% |
| Participation rate | 37.0% | 69.2%-32.1pp | 75.1%-38.0pp | 69.6%-32.6pp |
| Annual return | 13.35% | 30.06%-16.7pp | 109.03%-95.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,700 | $2,099-19.0% | $2,737-37.9% | $2,471-31.2% |
| Participant deferral / active EE | $1,937 | $2,768-30.0% | $3,709-47.8% | $3,740-48.2% |
| Admin fee / account holder | $580 | $2,878-79.8% | $3,845-84.9% | $5,306-89.1% |