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 | $46,745 | $49,915-6.4% | $154,803-69.8% | $74,304-37.1% |
| Participation rate | 59.0% | 54.0%+5.0pp | 78.1%-19.1pp | 60.3%-1.4pp |
| Annual return | 19.27% | 34.06%-14.8pp | 58.88%-39.6pp | 29.43%-10.2pp |
| Employer contribution / active EE | $1,209 | $1,611-25.0% | $4,305-71.9% | $2,241-46.1% |
| Participant deferral / active EE | $1,818 | $2,255-19.4% | $5,540-67.2% | $3,767-51.8% |
| Admin fee / account holder | $3,836 | $2,189+75.2% | $14,329-73.2% | $2,969+29.2% |