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 | $77,449 | $65,041+19.1% | $90,951-14.8% | $79,858-3.0% |
| Participation rate | 58.0% | 61.6%-3.7pp | 69.0%-11.1pp | 69.6%-11.7pp |
| Annual return | 16.85% | 30.45%-13.6pp | 134.60%-117.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $277 | $1,247-77.8% | $2,122-86.9% | $2,471-88.8% |
| Participant deferral / active EE | $1,495 | $2,512-40.5% | $3,373-55.7% | $3,740-60.0% |
| Admin fee / account holder | $1,660 | $4,536-63.4% | $5,959-72.1% | $5,306-68.7% |