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 | $53,744 | $53,127+1.2% | $86,590-37.9% | $70,131-23.4% |
| Participation rate | 50.6% | 65.3%-14.7pp | 73.5%-22.9pp | 69.5%-18.9pp |
| Annual return | 17.52% | 27.66%-10.1pp | 964.84%-947.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,402 | $2,068-32.2% | $2,839-50.6% | $2,342-40.2% |
| Participant deferral / active EE | $1,948 | $2,696-27.7% | $3,609-46.0% | $3,332-41.5% |
| Admin fee / account holder | $1,806 | $3,585-49.6% | $4,906-63.2% | $4,645-61.1% |