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 | $86,647 | $74,927+15.6% | $101,794-14.9% | $84,808+2.2% |
| Participation rate | 39.2% | 61.4%-22.2pp | 69.2%-29.9pp | 68.3%-29.1pp |
| Annual return | 16.91% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $997 | $1,522-34.5% | $2,289-56.4% | $2,631-62.1% |
| Participant deferral / active EE | $3,369 | $3,099+8.7% | $4,084-17.5% | $4,212-20.0% |
| Admin fee / account holder | $2,180 | $6,514-66.5% | $8,777-75.2% | $7,344-70.3% |