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 | $57,962 | $48,364+19.8% | $71,796-19.3% | $62,891-7.8% |
| Participation rate | 51.6% | 60.6%-9.1pp | 69.1%-17.5pp | 69.3%-17.7pp |
| Annual return | 10.29% | 13.16%-2.9pp | 78.04%-67.7pp | 20.14%-9.9pp |
| Employer contribution / active EE | $579 | $1,042-44.4% | $1,924-69.9% | $2,281-74.6% |
| Participant deferral / active EE | $1,445 | $2,091-30.9% | $2,794-48.3% | $3,203-54.9% |
| Admin fee / account holder | $5,015 | $3,771+33.0% | $4,815+4.2% | $4,296+16.7% |