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 | $57,272 | $51,604+11.0% | $129,295-55.7% | $80,874-29.2% |
| Participation rate | 29.3% | 57.0%-27.7pp | 69.6%-40.4pp | 67.6%-38.4pp |
| Annual return | 11.25% | 20.76%-9.5pp | 9429.28%-9418.0pp | 35.62%-24.4pp |
| Employer contribution / active EE | $436 | $1,585-72.5% | $4,157-89.5% | $2,756-84.2% |
| Participant deferral / active EE | $949 | $2,670-64.5% | $4,169-77.2% | $4,297-77.9% |
| Admin fee / account holder | $5,780 | $4,310+34.1% | $7,665-24.6% | $6,935-16.7% |