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 | $69,771 | $68,719+1.5% | $91,541-23.8% | $84,808-17.7% |
| Participation rate | 52.0% | 64.5%-12.5pp | 69.8%-17.8pp | 68.3%-16.3pp |
| Annual return | 16.14% | 19.12%-3.0pp | 20.50%-4.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $675 | $1,920-64.8% | $2,505-73.0% | $2,631-74.3% |
| Participant deferral / active EE | $2,739 | $3,136-12.6% | $4,008-31.7% | $4,212-35.0% |
| Admin fee / account holder | $7,820 | $5,786+35.1% | $6,956+12.4% | $7,344+6.5% |