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 | $67,782 | $54,541+24.3% | $78,778-14.0% | $70,131-3.3% |
| Participation rate | 45.1% | 60.8%-15.7pp | 69.2%-24.1pp | 69.5%-24.5pp |
| Annual return | 13.06% | 21.07%-8.0pp | 35.62%-22.6pp | 73.14%-60.1pp |
| Employer contribution / active EE | $959 | $1,089-11.9% | $1,986-51.7% | $2,342-59.1% |
| Participant deferral / active EE | $1,490 | $2,210-32.6% | $2,958-49.6% | $3,332-55.3% |
| Admin fee / account holder | $1,466 | $3,709-60.5% | $5,134-71.4% | $4,645-68.4% |