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 | $52,867 | $58,512-9.6% | $84,015-37.1% | $72,985-27.6% |
| Participation rate | 25.0% | 61.2%-36.2pp | 69.0%-44.0pp | 69.5%-44.5pp |
| Annual return | 16.69% | 28.93%-12.2pp | 71.31%-54.6pp | 81.00%-64.3pp |
| Employer contribution / active EE | $465 | $1,163-60.1% | $1,983-76.6% | $2,440-81.0% |
| Participant deferral / active EE | $1,540 | $2,394-35.7% | $3,239-52.4% | $3,607-57.3% |
| Admin fee / account holder | $8,551 | $4,569+87.2% | $6,101+40.2% | $5,124+66.9% |