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 | $82,369 | $67,606+21.8% | $82,313+0.1% | $70,131+17.4% |
| Participation rate | 42.3% | 72.8%-30.5pp | 76.9%-34.6pp | 69.5%-27.2pp |
| Annual return | 13.22% | 21.57%-8.4pp | 25.88%-12.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $659 | $1,755-62.5% | $2,428-72.9% | $2,342-71.9% |
| Participant deferral / active EE | $1,432 | $2,987-52.1% | $3,706-61.4% | $3,332-57.0% |
| Admin fee / account holder | $11,038 | $4,512+144.6% | $5,608+96.8% | $4,645+137.6% |