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 | $49,679 | $48,570+2.3% | $130,648-62.0% | $72,985-31.9% |
| Participation rate | 55.9% | 58.6%-2.7pp | 71.7%-15.9pp | 69.5%-13.6pp |
| Annual return | 21.28% | 38.63%-17.3pp | 1708.96%-1687.7pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,301 | $1,334-2.5% | $4,092-68.2% | $2,440-46.7% |
| Participant deferral / active EE | $2,188 | $2,384-8.2% | $3,603-39.3% | $3,607-39.4% |
| Admin fee / account holder | $6,719 | $3,549+89.3% | $5,464+23.0% | $5,124+31.1% |