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 | $57,901 | $53,777+7.7% | $134,143-56.8% | $79,858-27.5% |
| Participation rate | 39.1% | 58.8%-19.6pp | 72.2%-33.0pp | 69.6%-30.5pp |
| Annual return | 13.19% | 19.01%-5.8pp | 36.33%-23.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $988 | $1,321-25.2% | $3,704-73.3% | $2,471-60.0% |
| Participant deferral / active EE | $1,902 | $2,420-21.4% | $3,499-45.6% | $3,740-49.1% |
| Admin fee / account holder | $3,191 | $3,984-19.9% | $6,684-52.3% | $5,306-39.9% |