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 | $72,918 | $55,706+30.9% | $75,886-3.9% | $72,985-0.1% |
| Participation rate | 51.9% | 61.1%-9.2pp | 69.3%-17.4pp | 69.5%-17.6pp |
| Annual return | 26.04% | 27.59%-1.6pp | 30.76%-4.7pp | 81.00%-55.0pp |
| Employer contribution / active EE | $459 | $1,687-72.8% | $2,500-81.6% | $2,440-81.2% |
| Participant deferral / active EE | $2,097 | $2,634-20.4% | $3,603-41.8% | $3,607-41.9% |
| Admin fee / account holder | $801 | $3,978-79.9% | $5,418-85.2% | $5,124-84.4% |