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 | $71,038 | $65,365+8.7% | $92,893-23.5% | $72,985-2.7% |
| Participation rate | 52.1% | 68.3%-16.2pp | 76.0%-23.9pp | 69.5%-17.4pp |
| Annual return | 22.64% | 42.10%-19.5pp | 109.41%-86.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $629 | $2,594-75.8% | $3,653-82.8% | $2,440-74.2% |
| Participant deferral / active EE | $3,557 | $3,128+13.7% | $4,236-16.0% | $3,607-1.4% |
| Admin fee / account holder | $6,893 | $4,251+62.1% | $5,794+19.0% | $5,124+34.5% |