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 | $74,355 | $73,787+0.8% | $98,716-24.7% | $82,448-9.8% |
| Participation rate | 44.8% | 61.4%-16.6pp | 69.3%-24.5pp | 68.1%-23.2pp |
| Annual return | 17.52% | 18.57%-1.0pp | 31.81%-14.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $869 | $1,511-42.5% | $2,279-61.9% | $2,551-65.9% |
| Participant deferral / active EE | $3,111 | $3,081+1.0% | $4,048-23.1% | $4,139-24.8% |
| Admin fee / account holder | $1,299 | $6,500-80.0% | $8,703-85.1% | $7,234-82.1% |