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 | $54,094 | $51,175+5.7% | $70,515-23.3% | $75,163-28.0% |
| Participation rate | 58.7% | 60.9%-2.2pp | 68.3%-9.7pp | 67.2%-8.5pp |
| Annual return | 17.03% | 30.02%-13.0pp | 32.77%-15.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,058 | $1,826-42.0% | $2,973-64.4% | $2,670-60.4% |
| Participant deferral / active EE | $3,175 | $2,849+11.4% | $4,567-30.5% | $4,125-23.0% |
| Admin fee / account holder | $2,222 | $4,091-45.7% | $6,412-65.4% | $5,651-60.7% |