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 | $48,442 | $46,869+3.4% | $122,332-60.4% | $70,131-30.9% |
| Participation rate | 54.1% | 58.2%-4.1pp | 71.6%-17.6pp | 69.5%-15.5pp |
| Annual return | 15.94% | 24.22%-8.3pp | 30.27%-14.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $252 | $1,288-80.5% | $4,050-93.8% | $2,342-89.3% |
| Participant deferral / active EE | $1,526 | $2,166-29.6% | $3,287-53.6% | $3,332-54.2% |
| Admin fee / account holder | $1,803 | $3,322-45.7% | $5,478-67.1% | $4,645-61.2% |