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 | $67,401 | $65,041+3.6% | $90,951-25.9% | $79,858-15.6% |
| Participation rate | 48.7% | 61.6%-12.9pp | 69.0%-20.3pp | 69.6%-20.9pp |
| Annual return | 14.29% | 30.45%-16.2pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $589 | $1,247-52.8% | $2,122-72.2% | $2,471-76.2% |
| Participant deferral / active EE | $1,262 | $2,512-49.8% | $3,373-62.6% | $3,740-66.3% |
| Admin fee / account holder | $1,571 | $4,536-65.4% | $5,959-73.6% | $5,306-70.4% |