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 | $53,156 | $47,848+11.1% | $81,478-34.8% | $70,131-24.2% |
| Participation rate | 39.3% | 58.3%-19.0pp | 68.0%-28.7pp | 69.5%-30.3pp |
| Annual return | 15.12% | 27.25%-12.1pp | 38.78%-23.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $354 | $1,527-76.8% | $2,568-86.2% | $2,342-84.9% |
| Participant deferral / active EE | $1,400 | $2,453-42.9% | $3,537-60.4% | $3,332-58.0% |
| Admin fee / account holder | $1,068 | $3,145-66.0% | $4,561-76.6% | $4,645-77.0% |