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 | $69,755 | $60,892+14.6% | $82,389-15.3% | $84,808-17.7% |
| Participation rate | 41.4% | 63.3%-21.9pp | 69.5%-28.2pp | 68.3%-26.9pp |
| Annual return | 15.19% | 37.29%-22.1pp | 28.67%-13.5pp | 40.90%-25.7pp |
| Employer contribution / active EE | $853 | $1,779-52.1% | $2,517-66.1% | $2,631-67.6% |
| Participant deferral / active EE | $2,051 | $3,179-35.5% | $4,155-50.6% | $4,212-51.3% |
| Admin fee / account holder | $12,016 | $5,467+119.8% | $7,231+66.2% | $7,344+63.6% |