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 | $55,482 | $58,512-5.2% | $84,015-34.0% | $72,985-24.0% |
| Participation rate | 46.7% | 61.2%-14.6pp | 69.0%-22.3pp | 69.5%-22.8pp |
| Annual return | 18.51% | 28.93%-10.4pp | 71.31%-52.8pp | 81.00%-62.5pp |
| Employer contribution / active EE | $248 | $1,163-78.7% | $1,983-87.5% | $2,440-89.8% |
| Participant deferral / active EE | $1,791 | $2,394-25.2% | $3,239-44.7% | $3,607-50.4% |
| Admin fee / account holder | $4,652 | $4,569+1.8% | $6,101-23.7% | $5,124-9.2% |