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 | $52,876 | $58,512-9.6% | $84,015-37.1% | $72,985-27.6% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.0%-9.0pp | 69.5%-9.5pp |
| Annual return | 19.64% | 28.93%-9.3pp | 71.31%-51.7pp | 81.00%-61.4pp |
| Employer contribution / active EE | $699 | $1,163-39.9% | $1,983-64.8% | $2,440-71.3% |
| Participant deferral / active EE | $2,106 | $2,394-12.0% | $3,239-35.0% | $3,607-41.6% |
| Admin fee / account holder | $2,407 | $4,569-47.3% | $6,101-60.5% | $5,124-53.0% |