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 | $54,596 | $54,705-0.2% | $71,209-23.3% | $84,808-35.6% |
| Participation rate | 53.5% | 64.1%-10.6pp | 73.8%-20.3pp | 68.3%-14.8pp |
| Annual return | 13.50% | 35.90%-22.4pp | 282.51%-269.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,260 | $2,158-41.6% | $2,721-53.7% | $2,631-52.1% |
| Participant deferral / active EE | $1,304 | $3,030-57.0% | $4,175-68.8% | $4,212-69.0% |
| Admin fee / account holder | $962 | $4,863-80.2% | $5,349-82.0% | $7,344-86.9% |