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 | $56,053+1.4% | $75,972-25.2% | $80,856-29.7% |
| Participation rate | 55.7% | 62.0%-6.3pp | 69.1%-13.3pp | 67.6%-11.9pp |
| Annual return | 13.07% | 20.53%-7.5pp | 359.55%-346.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,186 | $1,874-36.7% | $2,685-55.8% | $2,755-57.0% |
| Participant deferral / active EE | $1,577 | $3,052-48.3% | $4,255-63.0% | $4,296-63.3% |
| Admin fee / account holder | $5,215 | $5,234-0.4% | $6,467-19.4% | $6,918-24.6% |