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 | $61,323 | $56,053+9.4% | $75,972-19.3% | $80,856-24.2% |
| Participation rate | 37.7% | 62.0%-24.3pp | 69.1%-31.3pp | 67.6%-29.9pp |
| Annual return | 14.80% | 20.53%-5.7pp | 359.55%-344.7pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,149 | $1,874-38.7% | $2,685-57.2% | $2,755-58.3% |
| Participant deferral / active EE | $2,490 | $3,052-18.4% | $4,255-41.5% | $4,296-42.0% |
| Admin fee / account holder | $1,695 | $5,234-67.6% | $6,467-73.8% | $6,918-75.5% |