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 | $68,103 | $63,861+6.6% | $104,607-34.9% | $79,858-14.7% |
| Participation rate | 42.6% | 64.9%-22.3pp | 74.1%-31.5pp | 69.6%-27.0pp |
| Annual return | 16.26% | 21.30%-5.0pp | 340.46%-324.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $709 | $1,588-55.3% | $2,681-73.5% | $2,471-71.3% |
| Participant deferral / active EE | $1,143 | $2,693-57.5% | $3,740-69.4% | $3,740-69.4% |
| Admin fee / account holder | $1,537 | $4,185-63.3% | $6,473-76.3% | $5,306-71.0% |