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 | $52,499 | $47,479+10.6% | $62,929-16.6% | $82,448-36.3% |
| Participation rate | 37.8% | 66.9%-29.1pp | 73.1%-35.3pp | 68.1%-30.3pp |
| Annual return | 18.33% | 20.34%-2.0pp | 1063.93%-1045.6pp | 41.64%-23.3pp |
| Employer contribution / active EE | $509 | $1,885-73.0% | $2,505-79.7% | $2,551-80.1% |
| Participant deferral / active EE | $2,462 | $2,870-14.2% | $3,888-36.7% | $4,139-40.5% |
| Admin fee / account holder | $4,356 | $3,804+14.5% | $5,065-14.0% | $7,234-39.8% |