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 | $50,520 | $48,230+4.7% | $67,502-25.2% | $80,856-37.5% |
| Participation rate | 45.5% | 66.4%-20.9pp | 72.9%-27.4pp | 67.6%-22.2pp |
| Annual return | 11.88% | 18.28%-6.4pp | 3512.12%-3500.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $873 | $2,020-56.8% | $2,731-68.0% | $2,755-68.3% |
| Participant deferral / active EE | $1,479 | $2,924-49.4% | $4,000-63.0% | $4,296-65.6% |
| Admin fee / account holder | $735 | $3,681-80.0% | $3,998-81.6% | $6,918-89.4% |