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 | $72,195 | $71,050+1.6% | $93,606-22.9% | $80,856-10.7% |
| Participation rate | 16.7% | 60.4%-43.7pp | 68.7%-52.1pp | 67.6%-51.0pp |
| Annual return | 13.45% | 11.26%+2.2pp | 133.20%-119.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $482 | $1,564-69.2% | $2,420-80.1% | $2,755-82.5% |
| Participant deferral / active EE | $1,334 | $4,034-66.9% | $4,411-69.8% | $4,296-69.0% |
| Admin fee / account holder | $927 | $6,945-86.7% | $8,285-88.8% | $6,918-86.6% |