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 | $55,510 | $65,041-14.7% | $90,951-39.0% | $79,858-30.5% |
| Participation rate | 20.0% | 61.6%-41.6pp | 69.0%-49.0pp | 69.6%-49.6pp |
| Annual return | 16.25% | 30.45%-14.2pp | 134.60%-118.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $559 | $1,247-55.2% | $2,122-73.7% | $2,471-77.4% |
| Participant deferral / active EE | $1,701 | $2,512-32.3% | $3,373-49.6% | $3,740-54.5% |
| Admin fee / account holder | $1,529 | $4,536-66.3% | $5,959-74.3% | $5,306-71.2% |