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 | $53,169 | $52,279+1.7% | $89,391-40.5% | $79,858-33.4% |
| Participation rate | 51.2% | 57.5%-6.4pp | 68.0%-16.8pp | 69.6%-18.5pp |
| Annual return | 32.79% | 22.16%+10.6pp | 245.62%-212.8pp | 31.71%+1.1pp |
| Employer contribution / active EE | $971 | $1,572-38.2% | $2,586-62.5% | $2,471-60.7% |
| Participant deferral / active EE | $2,366 | $2,740-13.6% | $3,890-39.2% | $3,740-36.7% |
| Admin fee / account holder | $1,849 | $3,356-44.9% | $4,881-62.1% | $5,306-65.2% |