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 | $73,595 | $52,580+40.0% | $71,671+2.7% | $70,131+4.9% |
| Participation rate | 17.6% | 60.9%-43.2pp | 68.7%-51.1pp | 69.5%-51.9pp |
| Annual return | 12.49% | 20.25%-7.8pp | 20.65%-8.2pp | 73.14%-60.6pp |
| Employer contribution / active EE | $514 | $1,616-68.2% | $2,460-79.1% | $2,342-78.0% |
| Participant deferral / active EE | $912 | $2,386-61.8% | $3,438-73.5% | $3,332-72.6% |
| Admin fee / account holder | $15,485 | $3,653+323.9% | $5,558+178.6% | $4,645+233.4% |