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 | $48,665 | $51,576-5.6% | $129,207-62.3% | $80,856-39.8% |
| Participation rate | 55.7% | 57.0%-1.2pp | 69.6%-13.9pp | 67.6%-11.9pp |
| Annual return | 19.45% | 20.81%-1.4pp | 9417.33%-9397.9pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,739 | $1,584+9.8% | $4,153-58.1% | $2,755-36.9% |
| Participant deferral / active EE | $2,637 | $2,669-1.2% | $4,168-36.7% | $4,296-38.6% |
| Admin fee / account holder | $8,261 | $4,305+91.9% | $7,715+7.1% | $6,918+19.4% |