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 | $53,050 | $48,364+9.7% | $71,796-26.1% | $62,891-15.6% |
| Participation rate | 61.7% | 60.6%+1.0pp | 69.1%-7.4pp | 69.3%-7.6pp |
| Annual return | 7.68% | 13.16%-5.5pp | 78.04%-70.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,465 | $2,091-30.0% | $2,794-47.6% | $3,203-54.3% |
| Admin fee / account holder | $5,143 | $3,771+36.4% | $4,815+6.8% | $4,296+19.7% |