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 | $69,719 | $68,719+1.5% | $91,541-23.8% | $84,808-17.8% |
| Participation rate | 57.1% | 64.5%-7.4pp | 69.8%-12.6pp | 68.3%-11.2pp |
| Annual return | 18.85% | 19.12%-0.3pp | 20.50%-1.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $762 | $1,920-60.3% | $2,505-69.6% | $2,631-71.0% |
| Participant deferral / active EE | $4,818 | $3,136+53.6% | $4,008+20.2% | $4,212+14.4% |
| Admin fee / account holder | $2,355 | $5,786-59.3% | $6,956-66.2% | $7,344-67.9% |