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 | $61,461 | $58,512+5.0% | $84,015-26.8% | $72,985-15.8% |
| Participation rate | 24.6% | 61.2%-36.6pp | 69.0%-44.4pp | 69.5%-44.8pp |
| Annual return | 17.61% | 28.93%-11.3pp | 71.31%-53.7pp | 81.00%-63.4pp |
| Employer contribution / active EE | $314 | $1,163-73.0% | $1,983-84.2% | $2,440-87.1% |
| Participant deferral / active EE | $2,093 | $2,394-12.5% | $3,239-35.4% | $3,607-42.0% |
| Admin fee / account holder | $14,444 | $4,569+216.1% | $6,101+136.8% | $5,124+181.9% |