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 | $44,823 | $48,076-6.8% | $78,689-43.0% | $62,891-28.7% |
| Participation rate | 62.3% | 65.2%-2.9pp | 73.6%-11.2pp | 69.3%-7.0pp |
| Annual return | 12.39% | 31.35%-19.0pp | 62.18%-49.8pp | 20.14%-7.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,540 | $2,588+75.4% | $3,517+29.1% | $3,203+41.7% |
| Admin fee / account holder | $1,539 | $3,207-52.0% | $4,510-65.9% | $4,296-64.2% |