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 | $52,834 | $51,638+2.3% | $68,368-22.7% | $82,448-35.9% |
| Participation rate | 52.5% | 63.6%-11.1pp | 73.8%-21.2pp | 68.1%-15.5pp |
| Annual return | 14.40% | 37.53%-23.1pp | 292.57%-278.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $368 | $2,047-82.0% | $2,649-86.1% | $2,551-85.6% |
| Participant deferral / active EE | $1,942 | $2,914-33.3% | $4,123-52.9% | $4,139-53.1% |
| Admin fee / account holder | $620 | $4,643-86.7% | $5,150-88.0% | $7,234-91.4% |