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 | $79,861 | $72,277+10.5% | $101,248-21.1% | $79,8580% |
| Participation rate | 63.0% | 68.5%-5.5pp | 75.8%-12.8pp | 69.6%-6.7pp |
| Annual return | 18.03% | 22.30%-4.3pp | 46.47%-28.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $711 | $2,692-73.6% | $3,660-80.6% | $2,471-71.2% |
| Participant deferral / active EE | $2,895 | $3,282-11.8% | $4,370-33.8% | $3,740-22.6% |
| Admin fee / account holder | $8,667 | $4,400+97.0% | $5,945+45.8% | $5,306+63.3% |