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 | $59,097+21.9% | $82,389-12.6% | $74,304-3.1% |
| Participation rate | 28.5% | 52.8%-24.3pp | 69.5%-41.1pp | 60.3%-31.9pp |
| Annual return | 15.01% | 22.85%-7.8pp | 28.67%-13.7pp | 29.43%-14.4pp |
| Employer contribution / active EE | $894 | $1,601-44.2% | $2,517-64.5% | $2,241-60.1% |
| Participant deferral / active EE | $2,239 | $2,775-19.3% | $4,155-46.1% | $3,767-40.6% |
| Admin fee / account holder | $19,069 | $4,489+324.8% | $7,231+163.7% | $2,969+542.3% |