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 | $69,544 | $61,605+12.9% | $112,229-38.0% | $75,163-7.5% |
| Participation rate | 38.8% | 61.7%-22.9pp | 72.4%-33.6pp | 67.2%-28.4pp |
| Annual return | 14.29% | 28.47%-14.2pp | 30.20%-15.9pp | 160.62%-146.3pp |
| Employer contribution / active EE | $582 | $2,015-71.1% | $3,430-83.0% | $2,670-78.2% |
| Participant deferral / active EE | $2,066 | $3,108-33.5% | $4,798-56.9% | $4,125-49.9% |
| Admin fee / account holder | $642 | $4,862-86.8% | $7,748-91.7% | $5,651-88.6% |