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 | $28,869 | $29,319-1.5% | $52,425-44.9% | $82,448-65.0% |
| Participation rate | 57.9% | 46.9%+11.0pp | 55.6%+2.3pp | 68.1%-10.2pp |
| Annual return | 19.08% | 535.20%-516.1pp | 302.12%-283.0pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,061 | $586+80.9% | $914+16.1% | $2,551-58.4% |
| Participant deferral / active EE | $1,305 | $1,171+11.4% | $1,790-27.1% | $4,139-68.5% |
| Admin fee / account holder | $1,054 | $1,962-46.3% | $2,495-57.7% | $7,234-85.4% |