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 | $66,079 | $63,346+4.3% | $92,233-28.4% | $70,131-5.8% |
| Participation rate | 46.0% | 68.7%-22.6pp | 76.5%-30.4pp | 69.5%-23.5pp |
| Annual return | 20.24% | 530.12%-509.9pp | 176.28%-156.0pp | 73.14%-52.9pp |
| Employer contribution / active EE | $523 | $2,471-78.8% | $3,679-85.8% | $2,342-77.7% |
| Participant deferral / active EE | $2,498 | $2,854-12.5% | $3,897-35.9% | $3,332-25.0% |
| Admin fee / account holder | $367 | $3,840-90.4% | $5,194-92.9% | $4,645-92.1% |