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 | $72,029 | $55,932+28.8% | $76,735-6.1% | $67,986+5.9% |
| Participation rate | 28.5% | 50.8%-22.3pp | 69.5%-41.0pp | 57.2%-28.7pp |
| Annual return | 15.01% | 23.10%-8.1pp | 29.77%-14.8pp | 31.67%-16.7pp |
| Employer contribution / active EE | $894 | $1,487-39.9% | $2,454-63.6% | $2,019-55.7% |
| Participant deferral / active EE | $2,239 | $2,558-12.5% | $4,088-45.2% | $3,358-33.3% |
| Admin fee / account holder | $19,069 | $4,907+288.6% | $7,189+165.2% | $3,203+495.3% |