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 | $55,502 | $53,777+3.2% | $134,143-58.6% | $79,858-30.5% |
| Participation rate | 25.6% | 58.8%-33.2pp | 72.2%-46.6pp | 69.6%-44.1pp |
| Annual return | 13.63% | 19.01%-5.4pp | 36.33%-22.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $349 | $1,321-73.6% | $3,704-90.6% | $2,471-85.9% |
| Participant deferral / active EE | $1,306 | $2,420-46.0% | $3,499-62.7% | $3,740-65.1% |
| Admin fee / account holder | $3,546 | $3,984-11.0% | $6,684-47.0% | $5,306-33.2% |