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 | $59,886 | $53,127+12.7% | $86,590-30.8% | $70,131-14.6% |
| Participation rate | 48.3% | 65.3%-17.0pp | 73.5%-25.3pp | 69.5%-21.3pp |
| Annual return | 14.29% | 27.66%-13.4pp | 964.84%-950.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $962 | $2,068-53.5% | $2,839-66.1% | $2,342-58.9% |
| Participant deferral / active EE | $1,154 | $2,696-57.2% | $3,609-68.0% | $3,332-65.4% |
| Admin fee / account holder | $2,930 | $3,585-18.3% | $4,906-40.3% | $4,645-36.9% |