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 | $55,605 | $59,263-6.2% | $96,562-42.4% | $79,386-30.0% |
| Participation rate | 52.4% | 61.9%-9.5pp | 69.8%-17.4pp | 70.7%-18.3pp |
| Annual return | 14.16% | 27.07%-12.9pp | 37.78%-23.6pp | 116.85%-102.7pp |
| Employer contribution / active EE | $1,674 | $1,216+37.7% | $2,356-28.9% | $2,427-31.0% |
| Participant deferral / active EE | $3,253 | $2,948+10.4% | $3,849-15.5% | $4,046-19.6% |
| Admin fee / account holder | $2,513 | $658+281.6% | $6,181-59.3% | $626+301.1% |