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 | $52,908 | $45,035+17.5% | $62,995-16.0% | $70,131-24.6% |
| Participation rate | 63.6% | 69.5%-5.9pp | 74.8%-11.2pp | 69.5%-5.9pp |
| Annual return | 11.97% | 18.76%-6.8pp | 87.57%-75.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,152 | $2,051-43.8% | $2,759-58.2% | $2,342-50.8% |
| Participant deferral / active EE | $1,733 | $2,465-29.7% | $3,329-48.0% | $3,332-48.0% |
| Admin fee / account holder | $1,108 | $2,834-60.9% | $3,600-69.2% | $4,645-76.1% |