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 | $55,869 | $51,576+8.3% | $129,207-56.8% | $80,856-30.9% |
| Participation rate | 40.0% | 57.0%-17.0pp | 69.6%-29.6pp | 67.6%-27.6pp |
| Annual return | 17.85% | 20.81%-3.0pp | 9417.33%-9399.5pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,151 | $1,584-27.3% | $4,153-72.3% | $2,755-58.2% |
| Participant deferral / active EE | $1,742 | $2,669-34.7% | $4,168-58.2% | $4,296-59.4% |
| Admin fee / account holder | $3,672 | $4,305-14.7% | $7,715-52.4% | $6,918-46.9% |