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 | $57,065 | $54,541+4.6% | $78,778-27.6% | $70,131-18.6% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 16.07% | 21.07%-5.0pp | 35.62%-19.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $549 | $1,089-49.6% | $1,986-72.4% | $2,342-76.6% |
| Participant deferral / active EE | $1,785 | $2,210-19.2% | $2,958-39.7% | $3,332-46.4% |
| Admin fee / account holder | $985 | $3,709-73.4% | $5,134-80.8% | $4,645-78.8% |