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 | $65,875 | $60,892+8.2% | $82,389-20.0% | $84,808-22.3% |
| Participation rate | 47.9% | 63.3%-15.4pp | 69.5%-21.6pp | 68.3%-20.4pp |
| Annual return | 18.44% | 37.29%-18.9pp | 28.67%-10.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $614 | $1,779-65.5% | $2,517-75.6% | $2,631-76.7% |
| Participant deferral / active EE | $2,019 | $3,179-36.5% | $4,155-51.4% | $4,212-52.1% |
| Admin fee / account holder | $1,928 | $5,467-64.7% | $7,231-73.3% | $7,344-73.7% |