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 | $54,068 | $56,423-4.2% | $77,163-29.9% | $71,457-24.3% |
| Participation rate | 58.6% | 64.3%-5.7pp | 69.6%-11.0pp | 67.9%-9.3pp |
| Annual return | 15.95% | 19.05%-3.1pp | 37.87%-21.9pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,545 | $1,866-17.2% | $2,535-39.0% | $2,588-40.3% |
| Participant deferral / active EE | $3,313 | $3,142+5.4% | $3,833-13.6% | $4,289-22.8% |
| Admin fee / account holder | $22,364 | $1,429+1465.2% | $5,472+308.7% | $1,587+1308.9% |