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 | $67,669 | $55,706+21.5% | $75,886-10.8% | $72,985-7.3% |
| Participation rate | 30.6% | 61.1%-30.5pp | 69.3%-38.7pp | 69.5%-38.9pp |
| Annual return | 21.85% | 27.59%-5.7pp | 30.76%-8.9pp | 81.00%-59.2pp |
| Employer contribution / active EE | $617 | $1,687-63.4% | $2,500-75.3% | $2,440-74.7% |
| Participant deferral / active EE | $1,326 | $2,634-49.6% | $3,603-63.2% | $3,607-63.2% |
| Admin fee / account holder | $1,328 | $3,978-66.6% | $5,418-75.5% | $5,124-74.1% |