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 | $62,497 | $53,127+17.6% | $86,590-27.8% | $70,131-10.9% |
| Participation rate | 58.6% | 65.3%-6.7pp | 73.5%-14.9pp | 69.5%-10.9pp |
| Annual return | 15.49% | 27.66%-12.2pp | 964.84%-949.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $728 | $2,068-64.8% | $2,839-74.3% | $2,342-68.9% |
| Participant deferral / active EE | $1,697 | $2,696-37.0% | $3,609-53.0% | $3,332-49.1% |
| Admin fee / account holder | $23,877 | $3,585+565.9% | $4,906+386.7% | $4,645+414.0% |