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 | $75,811 | $64,480+17.6% | $81,382-6.8% | $80,856-6.2% |
| Participation rate | 36.9% | 63.9%-27.0pp | 69.5%-32.6pp | 67.6%-30.7pp |
| Annual return | 14.47% | 16.34%-1.9pp | 24.73%-10.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $590 | $1,978-70.2% | $2,463-76.0% | $2,755-78.6% |
| Participant deferral / active EE | $1,657 | $3,094-46.4% | $3,883-57.3% | $4,296-61.4% |
| Admin fee / account holder | $2,017 | $5,671-64.4% | $5,768-65.0% | $6,918-70.8% |