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 | $83,716 | $77,899+7.5% | $149,673-44.1% | $75,163+11.4% |
| Participation rate | 22.6% | 65.6%-43.0pp | 78.8%-56.2pp | 67.2%-44.6pp |
| Annual return | 17.87% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $464 | $3,137-85.2% | $4,818-90.4% | $2,670-82.6% |
| Participant deferral / active EE | $1,056 | $3,411-69.0% | $5,680-81.4% | $4,125-74.4% |
| Admin fee / account holder | $1,726 | $5,956-71.0% | $13,210-86.9% | $5,651-69.5% |