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 | $71,749 | $106,749-32.8% | $145,433-50.7% | $82,448-13.0% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 14.97% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $970 | $3,444-71.8% | $4,554-78.7% | $2,551-62.0% |
| Participant deferral / active EE | $5,455 | $6,519-16.3% | $7,897-30.9% | $4,139+31.8% |
| Admin fee / account holder | $9,391 | $8,390+11.9% | $13,129-28.5% | $7,234+29.8% |