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 | $72,138 | $59,097+22.1% | $82,389-12.4% | $74,304-2.9% |
| Participation rate | 31.8% | 52.8%-20.9pp | 69.5%-37.7pp | 60.3%-28.5pp |
| Annual return | 17.19% | 22.85%-5.7pp | 28.67%-11.5pp | 29.43%-12.2pp |
| Employer contribution / active EE | $323 | $1,601-79.8% | $2,517-87.2% | $2,241-85.6% |
| Participant deferral / active EE | $1,619 | $2,775-41.7% | $4,155-61.0% | $3,767-57.0% |
| Admin fee / account holder | $1,536 | $4,489-65.8% | $7,231-78.8% | $2,969-48.3% |