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 | $55,537 | $59,097-6.0% | $82,389-32.6% | $74,304-25.3% |
| Participation rate | 28.4% | 52.8%-24.3pp | 69.5%-41.1pp | 60.3%-31.9pp |
| Annual return | 14.68% | 22.85%-8.2pp | 28.67%-14.0pp | 29.43%-14.7pp |
| Employer contribution / active EE | $346 | $1,601-78.4% | $2,517-86.2% | $2,241-84.6% |
| Participant deferral / active EE | $1,873 | $2,775-32.5% | $4,155-54.9% | $3,767-50.3% |
| Admin fee / account holder | $12,425 | $4,489+176.8% | $7,231+71.8% | $2,969+318.5% |