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 | $52,631 | $51,576+2.0% | $129,207-59.3% | $80,856-34.9% |
| Participation rate | 48.3% | 57.0%-8.7pp | 69.6%-21.3pp | 67.6%-19.4pp |
| Annual return | 16.69% | 20.81%-4.1pp | 9417.33%-9400.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $950 | $1,584-40.0% | $4,153-77.1% | $2,755-65.5% |
| Participant deferral / active EE | $1,975 | $2,669-26.0% | $4,168-52.6% | $4,296-54.0% |
| Admin fee / account holder | $1,196 | $4,305-72.2% | $7,715-84.5% | $6,918-82.7% |