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 | $68,760 | $68,573+0.3% | $120,368-42.9% | $80,874-15.0% |
| Participation rate | 23.9% | 61.6%-37.7pp | 71.9%-48.0pp | 67.6%-43.7pp |
| Annual return | 11.32% | 23.61%-12.3pp | 107.26%-95.9pp | 35.62%-24.3pp |
| Employer contribution / active EE | $671 | $2,052-67.3% | $3,465-80.6% | $2,756-75.7% |
| Participant deferral / active EE | $1,580 | $3,174-50.2% | $4,991-68.4% | $4,297-63.2% |
| Admin fee / account holder | $3,951 | $5,734-31.1% | $9,429-58.1% | $6,935-43.0% |