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 | $72,198 | $59,101+22.2% | $77,163-6.4% | $75,163-3.9% |
| Participation rate | 37.2% | 63.9%-26.7pp | 69.6%-32.4pp | 67.2%-30.0pp |
| Annual return | 13.26% | 26.71%-13.5pp | 37.87%-24.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $580 | $1,995-70.9% | $2,535-77.1% | $2,670-78.3% |
| Participant deferral / active EE | $2,292 | $2,999-23.6% | $3,833-40.2% | $4,125-44.4% |
| Admin fee / account holder | $16,567 | $4,774+247.0% | $5,472+202.8% | $5,651+193.2% |