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 | $58,574 | $58,512+0.1% | $84,015-30.3% | $72,985-19.7% |
| Participation rate | 48.3% | 61.2%-13.0pp | 69.0%-20.7pp | 69.5%-21.2pp |
| Annual return | 18.00% | 28.93%-10.9pp | 71.31%-53.3pp | 81.00%-63.0pp |
| Employer contribution / active EE | $318 | $1,163-72.7% | $1,983-84.0% | $2,440-87.0% |
| Participant deferral / active EE | $2,034 | $2,394-15.0% | $3,239-37.2% | $3,607-43.6% |
| Admin fee / account holder | $3,262 | $4,569-28.6% | $6,101-46.5% | $5,124-36.3% |