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 | $69,549 | $63,355+9.8% | $91,989-24.4% | $72,985-4.7% |
| Participation rate | 44.1% | 72.5%-28.4pp | 78.6%-34.5pp | 69.5%-25.4pp |
| Annual return | 21.00% | 35.35%-14.3pp | 69.02%-48.0pp | 81.00%-60.0pp |
| Employer contribution / active EE | $325 | $2,116-84.6% | $3,452-90.6% | $2,440-86.7% |
| Participant deferral / active EE | $2,721 | $4,883-44.3% | $5,923-54.1% | $3,607-24.6% |
| Admin fee / account holder | $5,481 | $4,668+17.4% | $7,743-29.2% | $5,124+7.0% |