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 | $68,343 | $51,576+32.5% | $129,207-47.1% | $80,856-15.5% |
| Participation rate | 45.1% | 57.0%-11.9pp | 69.6%-24.5pp | 67.6%-22.5pp |
| Annual return | 12.21% | 20.81%-8.6pp | 9417.33%-9405.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,344 | $1,584-15.1% | $4,153-67.6% | $2,755-51.2% |
| Participant deferral / active EE | $2,855 | $2,669+7.0% | $4,168-31.5% | $4,296-33.5% |
| Admin fee / account holder | $910 | $4,305-78.9% | $7,715-88.2% | $6,918-86.8% |