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 | $51,310 | $45,073+13.8% | $69,455-26.1% | $72,985-29.7% |
| Participation rate | 23.1% | 68.5%-45.4pp | 74.6%-51.5pp | 69.5%-46.4pp |
| Annual return | 18.46% | 22.65%-4.2pp | 28.97%-10.5pp | 81.00%-62.5pp |
| Employer contribution / active EE | $467 | $2,054-77.3% | $2,779-83.2% | $2,440-80.9% |
| Participant deferral / active EE | $1,493 | $2,602-42.6% | $3,535-57.8% | $3,607-58.6% |
| Admin fee / account holder | $11,371 | $3,056+272.1% | $3,839+196.2% | $5,124+121.9% |