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 | $55,388 | $68,868-19.6% | $183,328-69.8% | $67,986-18.5% |
| Participation rate | 47.7% | 57.0%-9.3pp | 77.3%-29.6pp | 57.2%-9.5pp |
| Annual return | 16.38% | 28.80%-12.4pp | 29.67%-13.3pp | 31.67%-15.3pp |
| Employer contribution / active EE | $1,689 | $2,917-42.1% | $5,055-66.6% | $2,019-16.3% |
| Participant deferral / active EE | $2,470 | $4,364-43.4% | $6,795-63.7% | $3,358-26.5% |
| Admin fee / account holder | $4,306 | $3,805+13.2% | $21,427-79.9% | $3,203+34.4% |