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 | $46,186 | $43,723+5.6% | $121,196-61.9% | $64,186-28.0% |
| Participation rate | 51.9% | 58.3%-6.4pp | 71.7%-19.8pp | 69.6%-17.6pp |
| Annual return | 11.16% | 68.91%-57.8pp | 16.93%-5.8pp | 7.63%+3.5pp |
| Employer contribution / active EE | $968 | $1,296-25.3% | $4,022-75.9% | $2,381-59.3% |
| Participant deferral / active EE | $1,465 | $2,280-35.8% | $3,344-56.2% | $3,470-57.8% |
| Admin fee / account holder | $379 | $3,501-89.2% | $5,019-92.4% | $4,888-92.2% |