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 | $55,362 | $54,705+1.2% | $71,209-22.3% | $84,808-34.7% |
| Participation rate | 20.7% | 64.1%-43.4pp | 73.8%-53.1pp | 68.3%-47.6pp |
| Annual return | 15.19% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $777 | $2,158-64.0% | $2,721-71.5% | $2,631-70.5% |
| Participant deferral / active EE | $969 | $3,030-68.0% | $4,175-76.8% | $4,212-77.0% |
| Admin fee / account holder | $804 | $4,863-83.5% | $5,349-85.0% | $7,344-89.1% |