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 | $52,770 | $48,364+9.1% | $71,796-26.5% | $62,891-16.1% |
| Participation rate | 66.7% | 60.6%+6.0pp | 69.1%-2.4pp | 69.3%-2.6pp |
| Annual return | 6.49% | 13.16%-6.7pp | 78.04%-71.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $761 | $1,042-27.0% | $1,924-60.5% | $2,281-66.6% |
| Participant deferral / active EE | $1,938 | $2,091-7.4% | $2,794-30.7% | $3,203-39.5% |
| Admin fee / account holder | $10,198 | $3,771+170.4% | $4,815+111.8% | $4,296+137.4% |