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 | $58,003 | $48,076+20.6% | $78,689-26.3% | $62,891-7.8% |
| Participation rate | 58.6% | 65.2%-6.6pp | 73.6%-14.9pp | 69.3%-10.7pp |
| Annual return | 5.61% | 31.35%-25.7pp | 62.18%-56.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,744 | $2,588-32.6% | $3,517-50.4% | $3,203-45.6% |
| Admin fee / account holder | $318 | $3,207-90.1% | $4,510-92.9% | $4,296-92.6% |