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 | $56,812 | $56,060+1.3% | $76,002-25.2% | $80,874-29.8% |
| Participation rate | 55.7% | 62.0%-6.3pp | 69.1%-13.4pp | 67.6%-11.9pp |
| Annual return | 13.07% | 20.54%-7.5pp | 360.07%-347.0pp | 35.62%-22.6pp |
| Employer contribution / active EE | $1,186 | $1,873-36.7% | $2,688-55.9% | $2,756-57.0% |
| Participant deferral / active EE | $1,577 | $3,051-48.3% | $4,257-63.0% | $4,297-63.3% |
| Admin fee / account holder | $5,215 | $5,237-0.4% | $6,414-18.7% | $6,935-24.8% |