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 | $57,655 | $56,423+2.2% | $77,163-25.3% | $71,457-19.3% |
| Participation rate | 41.5% | 64.3%-22.9pp | 69.6%-28.1pp | 67.9%-26.5pp |
| Annual return | 18.17% | 19.05%-0.9pp | 37.87%-19.7pp | 28.85%-10.7pp |
| Employer contribution / active EE | $1,097 | $1,866-41.2% | $2,535-56.7% | $2,588-57.6% |
| Participant deferral / active EE | $2,571 | $3,142-18.2% | $3,833-32.9% | $4,289-40.1% |
| Admin fee / account holder | $19,273 | $1,429+1248.8% | $5,472+252.2% | $1,587+1114.2% |