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 | $69,694 | $66,402+5.0% | $109,895-36.6% | $85,850-18.8% |
| Participation rate | 37.5% | 63.9%-26.4pp | 74.2%-36.7pp | 69.3%-31.8pp |
| Annual return | 12.30% | 19.59%-7.3pp | 29.45%-17.2pp | 318.53%-306.2pp |
| Employer contribution / active EE | $936 | $1,687-44.6% | $2,842-67.1% | $2,565-63.5% |
| Participant deferral / active EE | $1,925 | $2,842-32.3% | $4,048-52.4% | $3,952-51.3% |
| Admin fee / account holder | $1,283 | $4,557-71.8% | $6,066-78.8% | $6,260-79.5% |