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 | $59,220 | $45,343+30.6% | $150,298-60.6% | $67,986-12.9% |
| Participation rate | 33.3% | 51.9%-18.5pp | 77.8%-44.4pp | 57.2%-23.9pp |
| Annual return | 16.00% | 33.28%-17.3pp | 62.79%-46.8pp | 31.67%-15.7pp |
| Employer contribution / active EE | $569 | $1,462-61.1% | $4,154-86.3% | $2,019-71.8% |
| Participant deferral / active EE | $1,504 | $2,055-26.8% | $5,453-72.4% | $3,358-55.2% |
| Admin fee / account holder | $5,439 | $2,250+141.8% | $14,116-61.5% | $3,203+69.8% |