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 | $76,127 | $72,177+5.5% | $115,037-33.8% | $59,632+27.7% |
| Participation rate | 66.2% | 72.6%-6.3pp | 81.4%-15.2pp | 68.7%-2.5pp |
| Annual return | -1.39% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $883 | $2,841-68.9% | $4,608-80.8% | $2,203-59.9% |
| Participant deferral / active EE | $2,375 | $4,783-50.3% | $6,026-60.6% | $3,192-25.6% |
| Admin fee / account holder | $2,216 | $4,927-55.0% | $8,175-72.9% | $4,297-48.4% |