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 | $67,635 | $58,512+15.6% | $84,015-19.5% | $72,985-7.3% |
| Participation rate | 53.6% | 61.2%-7.7pp | 69.0%-15.4pp | 69.5%-15.9pp |
| Annual return | 21.32% | 28.93%-7.6pp | 71.31%-50.0pp | 81.00%-59.7pp |
| Employer contribution / active EE | $615 | $1,163-47.1% | $1,983-69.0% | $2,440-74.8% |
| Participant deferral / active EE | $2,909 | $2,394+21.5% | $3,239-10.2% | $3,607-19.4% |
| Admin fee / account holder | $966 | $4,569-78.9% | $6,101-84.2% | $5,124-81.1% |