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 | $82,188 | $72,277+13.7% | $101,248-18.8% | $79,858+2.9% |
| Participation rate | 57.7% | 68.5%-10.7pp | 75.8%-18.1pp | 69.6%-11.9pp |
| Annual return | 14.11% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $639 | $2,692-76.3% | $3,660-82.5% | $2,471-74.2% |
| Participant deferral / active EE | $3,809 | $3,282+16.1% | $4,370-12.8% | $3,740+1.9% |
| Admin fee / account holder | $2,825 | $4,400-35.8% | $5,945-52.5% | $5,306-46.8% |