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 | $57,317 | $63,346-9.5% | $92,233-37.9% | $70,131-18.3% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 15.45% | 530.12%-514.7pp | 176.28%-160.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $614 | $2,471-75.1% | $3,679-83.3% | $2,342-73.8% |
| Participant deferral / active EE | $1,426 | $2,854-50.0% | $3,897-63.4% | $3,332-57.2% |
| Admin fee / account holder | $7,226 | $3,840+88.2% | $5,194+39.1% | $4,645+55.6% |