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 | $47,273 | $56,317-16.1% | $71,209-33.6% | $74,304-36.4% |
| Participation rate | 61.2% | 55.1%+6.1pp | 73.8%-12.5pp | 60.3%+0.9pp |
| Annual return | 16.79% | 42.83%-26.0pp | 282.51%-265.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,978 | $2,160-8.4% | $2,721-27.3% | $2,241-11.7% |
| Participant deferral / active EE | $3,924 | $2,788+40.7% | $4,175-6.0% | $3,767+4.2% |
| Admin fee / account holder | $6,281 | $2,290+174.3% | $5,349+17.4% | $2,969+111.6% |