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 | $50,675 | $47,479+6.7% | $62,929-19.5% | $82,448-38.5% |
| Participation rate | 48.4% | 66.9%-18.5pp | 73.1%-24.7pp | 68.1%-19.7pp |
| Annual return | 11.77% | 20.34%-8.6pp | 1063.93%-1052.2pp | 41.64%-29.9pp |
| Employer contribution / active EE | $929 | $1,885-50.8% | $2,505-62.9% | $2,551-63.6% |
| Participant deferral / active EE | $1,948 | $2,870-32.1% | $3,888-49.9% | $4,139-52.9% |
| Admin fee / account holder | $8,476 | $3,804+122.8% | $5,065+67.4% | $7,234+17.2% |