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 | $54,417 | $47,848+13.7% | $81,478-33.2% | $70,131-22.4% |
| Participation rate | 30.6% | 58.3%-27.7pp | 68.0%-37.4pp | 69.5%-39.0pp |
| Annual return | 15.67% | 27.25%-11.6pp | 38.78%-23.1pp | 73.14%-57.5pp |
| Employer contribution / active EE | $642 | $1,527-58.0% | $2,568-75.0% | $2,342-72.6% |
| Participant deferral / active EE | $907 | $2,453-63.0% | $3,537-74.4% | $3,332-72.8% |
| Admin fee / account holder | $872 | $3,145-72.3% | $4,561-80.9% | $4,645-81.2% |