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 | $47,088 | $51,576-8.7% | $129,207-63.6% | $80,856-41.8% |
| Participation rate | 55.3% | 57.0%-1.7pp | 69.6%-14.3pp | 67.6%-12.4pp |
| Annual return | 12.41% | 20.81%-8.4pp | 9417.33%-9404.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $527 | $1,584-66.7% | $4,153-87.3% | $2,755-80.9% |
| Participant deferral / active EE | $2,051 | $2,669-23.1% | $4,168-50.8% | $4,296-52.3% |
| Admin fee / account holder | $1,856 | $4,305-56.9% | $7,715-75.9% | $6,918-73.2% |