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 | $68,308 | $65,557+4.2% | $64,056+6.6% | $71,457-4.4% |
| Participation rate | 45.6% | 73.2%-27.5pp | 72.3%-26.7pp | 67.9%-22.3pp |
| Annual return | 18.63% | 18.94%-0.3pp | 33.69%-15.1pp | 28.85%-10.2pp |
| Employer contribution / active EE | $917 | $2,669-65.6% | $2,747-66.6% | $2,588-64.5% |
| Participant deferral / active EE | $1,340 | $3,626-63.0% | $3,880-65.5% | $4,289-68.8% |
| Admin fee / account holder | $21,125 | $616+3329.7% | $3,068+588.5% | $1,587+1230.9% |