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 | $56,132 | $53,127+5.7% | $86,590-35.2% | $70,131-20.0% |
| Participation rate | 58.1% | 65.3%-7.2pp | 73.5%-15.4pp | 69.5%-11.4pp |
| Annual return | 16.78% | 27.66%-10.9pp | 964.84%-948.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,973 | $2,068-4.6% | $2,839-30.5% | $2,342-15.8% |
| Participant deferral / active EE | $3,474 | $2,696+28.9% | $3,609-3.7% | $3,332+4.3% |
| Admin fee / account holder | $3,612 | $3,585+0.8% | $4,906-26.4% | $4,645-22.2% |