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 | $49,455 | $45,035+9.8% | $62,995-21.5% | $70,131-29.5% |
| Participation rate | 59.8% | 69.5%-9.7pp | 74.8%-15.0pp | 69.5%-9.8pp |
| Annual return | 13.20% | 18.76%-5.6pp | 87.57%-74.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,276 | $2,051-37.8% | $2,759-53.7% | $2,342-45.5% |
| Participant deferral / active EE | $2,265 | $2,465-8.1% | $3,329-32.0% | $3,332-32.0% |
| Admin fee / account holder | $1,535 | $2,834-45.8% | $3,600-57.4% | $4,645-67.0% |