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 | $69,405 | $59,839+16.0% | $81,983-15.3% | $79,858-13.1% |
| Participation rate | 52.9% | 61.6%-8.7pp | 69.2%-16.3pp | 69.6%-16.7pp |
| Annual return | 16.26% | 17.56%-1.3pp | 41.31%-25.0pp | 31.71%-15.5pp |
| Employer contribution / active EE | $584 | $1,713-65.9% | $2,498-76.6% | $2,471-76.4% |
| Participant deferral / active EE | $2,796 | $2,695+3.7% | $3,722-24.9% | $3,740-25.3% |
| Admin fee / account holder | $3,436 | $4,287-19.9% | $5,664-39.3% | $5,306-35.2% |