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 | $58,467 | $49,915+17.1% | $154,803-62.2% | $74,304-21.3% |
| Participation rate | 22.1% | 54.0%-31.8pp | 78.1%-55.9pp | 60.3%-38.2pp |
| Annual return | 15.80% | 34.06%-18.3pp | 58.88%-43.1pp | 29.43%-13.6pp |
| Employer contribution / active EE | $742 | $1,611-54.0% | $4,305-82.8% | $2,241-66.9% |
| Participant deferral / active EE | $971 | $2,255-56.9% | $5,540-82.5% | $3,767-74.2% |
| Admin fee / account holder | $1,279 | $2,189-41.6% | $14,329-91.1% | $2,969-56.9% |