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 | $53,273 | $58,512-9.0% | $84,015-36.6% | $72,985-27.0% |
| Participation rate | 69.0% | 61.2%+7.7pp | 69.0%0pp | 69.5%-0.5pp |
| Annual return | 23.74% | 28.93%-5.2pp | 71.31%-47.6pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,585 | $1,163+122.2% | $1,983+30.3% | $2,440+5.9% |
| Participant deferral / active EE | $4,750 | $2,394+98.4% | $3,239+46.7% | $3,607+31.7% |
| Admin fee / account holder | $1,612 | $4,569-64.7% | $6,101-73.6% | $5,124-68.5% |