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 | $55,535 | $53,127+4.5% | $86,590-35.9% | $70,131-20.8% |
| Participation rate | 43.9% | 65.3%-21.4pp | 73.5%-29.6pp | 69.5%-25.6pp |
| Annual return | 20.87% | 27.66%-6.8pp | 964.84%-944.0pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,092 | $2,068-47.2% | $2,839-61.5% | $2,342-53.4% |
| Participant deferral / active EE | $2,162 | $2,696-19.8% | $3,609-40.1% | $3,332-35.1% |
| Admin fee / account holder | $1,505 | $3,585-58.0% | $4,906-69.3% | $4,645-67.6% |