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 | $56,127 | $48,076+16.7% | $78,689-28.7% | $62,891-10.8% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 11.55% | 31.35%-19.8pp | 62.18%-50.6pp | 20.14%-8.6pp |
| Employer contribution / active EE | $374 | $2,015-81.4% | $2,851-86.9% | $2,281-83.6% |
| Participant deferral / active EE | $3,371 | $2,588+30.3% | $3,517-4.2% | $3,203+5.2% |
| Admin fee / account holder | $2,820 | $3,207-12.1% | $4,510-37.5% | $4,296-34.3% |