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 | $67,776 | $65,041+4.2% | $90,951-25.5% | $79,858-15.1% |
| Participation rate | 20.7% | 61.6%-40.9pp | 69.0%-48.3pp | 69.6%-48.9pp |
| Annual return | 21.86% | 30.45%-8.6pp | 134.60%-112.7pp | 31.71%-9.9pp |
| Employer contribution / active EE | $394 | $1,247-68.4% | $2,122-81.4% | $2,471-84.0% |
| Participant deferral / active EE | $1,854 | $2,512-26.2% | $3,373-45.0% | $3,740-50.4% |
| Admin fee / account holder | $3,128 | $4,536-31.0% | $5,959-47.5% | $5,306-41.1% |