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 | $72,619 | $72,277+0.5% | $101,248-28.3% | $79,858-9.1% |
| Participation rate | 62.7% | 68.5%-5.7pp | 75.8%-13.1pp | 69.6%-6.9pp |
| Annual return | 15.67% | 22.30%-6.6pp | 46.47%-30.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $993 | $2,692-63.1% | $3,660-72.9% | $2,471-59.8% |
| Participant deferral / active EE | $2,325 | $3,282-29.1% | $4,370-46.8% | $3,740-37.8% |
| Admin fee / account holder | $1,803 | $4,400-59.0% | $5,945-69.7% | $5,306-66.0% |