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 | $59,516 | $58,208+2.2% | $81,812-27.3% | $80,856-26.4% |
| Participation rate | 58.0% | 63.4%-5.4pp | 72.3%-14.4pp | 67.6%-9.7pp |
| Annual return | 13.91% | 41.66%-27.8pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,903 | $2,340-18.7% | $2,912-34.7% | $2,755-30.9% |
| Participant deferral / active EE | $3,607 | $3,281+9.9% | $4,319-16.5% | $4,296-16.0% |
| Admin fee / account holder | $3,355 | $4,981-32.7% | $7,386-54.6% | $6,918-51.5% |