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 | $72,735 | $54,541+33.4% | $78,778-7.7% | $70,131+3.7% |
| Participation rate | 44.6% | 60.8%-16.2pp | 69.2%-24.6pp | 69.5%-24.9pp |
| Annual return | 18.07% | 21.07%-3.0pp | 35.62%-17.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $483 | $1,089-55.6% | $1,986-75.7% | $2,342-79.4% |
| Participant deferral / active EE | $1,567 | $2,210-29.1% | $2,958-47.0% | $3,332-53.0% |
| Admin fee / account holder | $46,002 | $3,709+1140.4% | $5,134+796.1% | $4,645+890.3% |