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 | $58,685 | $57,016+2.9% | $84,966-30.9% | $80,856-27.4% |
| Participation rate | 24.2% | 56.3%-32.1pp | 67.5%-43.3pp | 67.6%-43.4pp |
| Annual return | 14.64% | 21.66%-7.0pp | 66.38%-51.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $463 | $1,798-74.3% | $2,727-83.0% | $2,755-83.2% |
| Participant deferral / active EE | $1,723 | $3,110-44.6% | $4,519-61.9% | $4,296-59.9% |
| Admin fee / account holder | $895 | $4,980-82.0% | $6,149-85.5% | $6,918-87.1% |