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 | $66,318 | $58,851+12.7% | $115,157-42.4% | $72,985-9.1% |
| Participation rate | 37.9% | 65.5%-27.6pp | 75.9%-38.0pp | 69.5%-31.6pp |
| Annual return | 15.90% | 23.16%-7.3pp | 35.60%-19.7pp | 81.00%-65.1pp |
| Employer contribution / active EE | $778 | $1,798-56.7% | $3,179-75.5% | $2,440-68.1% |
| Participant deferral / active EE | $3,217 | $2,643+21.7% | $4,168-22.8% | $3,607-10.8% |
| Admin fee / account holder | $4,353 | $6,370-31.7% | $7,088-38.6% | $5,124-15.0% |