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 | $59,680 | $41,377+44.2% | $109,313-45.4% | $62,891-5.1% |
| Participation rate | 41.2% | 57.5%-16.4pp | 71.3%-30.1pp | 69.3%-28.1pp |
| Annual return | 12.41% | 11.05%+1.4pp | 22.07%-9.7pp | 20.14%-7.7pp |
| Employer contribution / active EE | $968 | $1,276-24.1% | $3,892-75.1% | $2,281-57.6% |
| Participant deferral / active EE | $1,636 | $2,045-20.0% | $3,166-48.3% | $3,203-48.9% |
| Admin fee / account holder | $4,966 | $2,884+72.2% | $5,666-12.4% | $4,296+15.6% |