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 | $60,880 | $59,839+1.7% | $81,983-25.7% | $79,858-23.8% |
| Participation rate | 39.3% | 61.6%-22.3pp | 69.2%-30.0pp | 69.6%-30.3pp |
| Annual return | 16.29% | 17.56%-1.3pp | 41.31%-25.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $812 | $1,713-52.6% | $2,498-67.5% | $2,471-67.1% |
| Participant deferral / active EE | $1,823 | $2,695-32.4% | $3,722-51.0% | $3,740-51.3% |
| Admin fee / account holder | $2,874 | $4,287-33.0% | $5,664-49.3% | $5,306-45.8% |