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 | $57,432 | $48,364+18.7% | $71,796-20.0% | $62,891-8.7% |
| Participation rate | 58.3% | 60.6%-2.3pp | 69.1%-10.8pp | 69.3%-11.0pp |
| Annual return | 10.55% | 13.16%-2.6pp | 78.04%-67.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $876 | $1,042-15.9% | $1,924-54.5% | $2,281-61.6% |
| Participant deferral / active EE | $2,950 | $2,091+41.0% | $2,794+5.6% | $3,203-7.9% |
| Admin fee / account holder | $1,869 | $3,771-50.4% | $4,815-61.2% | $4,296-56.5% |