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 | $47,059 | $45,035+4.5% | $62,995-25.3% | $70,131-32.9% |
| Participation rate | 61.8% | 69.5%-7.8pp | 74.8%-13.0pp | 69.5%-7.8pp |
| Annual return | 14.70% | 18.76%-4.1pp | 87.57%-72.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,444 | $2,051-29.6% | $2,759-47.7% | $2,342-38.4% |
| Participant deferral / active EE | $1,536 | $2,465-37.7% | $3,329-53.9% | $3,332-53.9% |
| Admin fee / account holder | $5,791 | $2,834+104.3% | $3,600+60.9% | $4,645+24.7% |