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 | $54,645 | $54,541+0.2% | $78,778-30.6% | $70,131-22.1% |
| Participation rate | 56.7% | 60.8%-4.1pp | 69.2%-12.5pp | 69.5%-12.8pp |
| Annual return | 13.98% | 21.07%-7.1pp | 35.62%-21.6pp | 73.14%-59.2pp |
| Employer contribution / active EE | $363 | $1,089-66.6% | $1,986-81.7% | $2,342-84.5% |
| Participant deferral / active EE | $1,327 | $2,210-39.9% | $2,958-55.1% | $3,332-60.2% |
| Admin fee / account holder | $4,843 | $3,709+30.6% | $5,134-5.7% | $4,645+4.3% |