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 | $69,662 | $117,381-40.7% | $99,443-29.9% | $152,861-54.4% |
| Participation rate | 46.7% | 77.5%-30.9pp | 73.8%-27.2pp | 82.4%-35.8pp |
| Annual return | 23.43% | 31.87%-8.4pp | 30.72%-7.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $588 | $3,013-80.5% | $2,540-76.9% | $4,762-87.7% |
| Participant deferral / active EE | $1,441 | $4,086-64.7% | $3,619-60.2% | $5,850-75.4% |
| Admin fee / account holder | $8,606 | $7,631+12.8% | $6,250+37.7% | $11,596-25.8% |