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 | $60,509 | $56,110+7.8% | $94,993-36.3% | $70,131-13.7% |
| Participation rate | 43.8% | 65.0%-21.2pp | 73.9%-30.1pp | 69.5%-25.8pp |
| Annual return | 13.92% | 51.02%-37.1pp | 27.12%-13.2pp | 73.14%-59.2pp |
| Employer contribution / active EE | $339 | $1,442-76.5% | $2,603-87.0% | $2,342-85.5% |
| Participant deferral / active EE | $1,244 | $2,391-48.0% | $3,317-62.5% | $3,332-62.7% |
| Admin fee / account holder | $6,067 | $3,456+75.5% | $4,960+22.3% | $4,645+30.6% |