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 | $47,430 | $46,869+1.2% | $122,332-61.2% | $70,131-32.4% |
| Participation rate | 62.1% | 58.2%+3.9pp | 71.6%-9.6pp | 69.5%-7.5pp |
| Annual return | 13.49% | 24.22%-10.7pp | 30.27%-16.8pp | 73.14%-59.6pp |
| Employer contribution / active EE | $496 | $1,288-61.5% | $4,050-87.7% | $2,342-78.8% |
| Participant deferral / active EE | $1,454 | $2,166-32.9% | $3,287-55.8% | $3,332-56.4% |
| Admin fee / account holder | $5,630 | $3,322+69.5% | $5,478+2.8% | $4,645+21.2% |