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 | $60,557 | $79,944-24.2% | $98,439-38.5% | $75,163-19.4% |
| Participation rate | 69.1% | 70.4%-1.3pp | 75.2%-6.0pp | 67.2%+1.9pp |
| Annual return | 13.48% | 19.75%-6.3pp | 21.16%-7.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,694 | $3,752-28.2% | $4,738-43.1% | $4,125-34.7% |
| Admin fee / account holder | $3,005 | $6,840-56.1% | $8,948-66.4% | $5,651-46.8% |