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 | $63,427 | $67,411-5.9% | $91,001-30.3% | $70,131-9.6% |
| Participation rate | 54.3% | 71.4%-17.1pp | 75.6%-21.3pp | 69.5%-15.3pp |
| Annual return | 21.91% | -40.16%+62.1pp | 4.60%+17.3pp | 73.14%-51.2pp |
| Employer contribution / active EE | $1,103 | $1,786-38.2% | $2,456-55.1% | $2,342-52.9% |
| Participant deferral / active EE | $1,471 | $2,823-47.9% | $3,547-58.5% | $3,332-55.8% |
| Admin fee / account holder | $515 | $4,236-87.8% | $5,417-90.5% | $4,645-88.9% |