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 | $58,627+19.0% | $76,735-9.1% | $82,448-15.4% |
| Participation rate | 41.4% | 63.2%-21.8pp | 69.5%-28.1pp | 68.1%-26.7pp |
| Annual return | 15.19% | 39.10%-23.9pp | 29.77%-14.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $853 | $1,729-50.7% | $2,454-65.2% | $2,551-66.6% |
| Participant deferral / active EE | $2,051 | $3,134-34.5% | $4,088-49.8% | $4,139-50.4% |
| Admin fee / account holder | $12,016 | $5,323+125.8% | $7,189+67.1% | $7,234+66.1% |