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 | $58,115 | $58,208-0.2% | $81,812-29.0% | $80,856-28.1% |
| Participation rate | 51.1% | 63.4%-12.3pp | 72.3%-21.2pp | 67.6%-16.5pp |
| Annual return | 13.68% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,536 | $2,340-34.4% | $2,912-47.3% | $2,755-44.2% |
| Participant deferral / active EE | $3,713 | $3,281+13.2% | $4,319-14.0% | $4,296-13.6% |
| Admin fee / account holder | $510 | $4,981-89.8% | $7,386-93.1% | $6,918-92.6% |