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 | $49,778 | $72,277-31.1% | $101,248-50.8% | $79,858-37.7% |
| Participation rate | 52.2% | 68.5%-16.3pp | 75.8%-23.6pp | 69.6%-17.5pp |
| Annual return | 20.56% | 22.30%-1.7pp | 46.47%-25.9pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,756 | $2,692+2.4% | $3,660-24.7% | $2,471+11.5% |
| Participant deferral / active EE | $3,803 | $3,282+15.9% | $4,370-13.0% | $3,740+1.7% |
| Admin fee / account holder | $343 | $4,400-92.2% | $5,945-94.2% | $5,306-93.5% |