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 | $83,996 | $81,248+3.4% | $155,509-46.0% | $80,856+3.9% |
| Participation rate | 43.2% | 66.2%-23.0pp | 78.2%-35.0pp | 67.6%-24.5pp |
| Annual return | 31.37% | 33.31%-1.9pp | 64.67%-33.3pp | 35.59%-4.2pp |
| Employer contribution / active EE | $944 | $3,100-69.5% | $4,672-79.8% | $2,755-65.7% |
| Participant deferral / active EE | $1,739 | $3,452-49.6% | $5,626-69.1% | $4,296-59.5% |
| Admin fee / account holder | $18,698 | $7,997+133.8% | $15,912+17.5% | $6,918+170.3% |