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 | $47,089 | $44,960+4.7% | $84,966-44.6% | $74,495-36.8% |
| Participation rate | 54.9% | 49.4%+5.5pp | 67.5%-12.6pp | 67.2%-12.3pp |
| Annual return | 11.83% | 26.24%-14.4pp | 66.38%-54.6pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,619 | $1,457+11.1% | $2,727-40.6% | $2,623-38.3% |
| Participant deferral / active EE | $4,748 | $2,731+73.9% | $4,519+5.1% | $4,346+9.3% |
| Admin fee / account holder | $12,973 | $2,209+487.2% | $6,149+111.0% | $1,942+568.1% |