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 | $70,451 | $66,098+6.6% | $101,794-30.8% | $74,304-5.2% |
| Participation rate | 49.0% | 53.8%-4.7pp | 69.2%-20.2pp | 60.3%-11.3pp |
| Annual return | 15.09% | 19.59%-4.5pp | 30.53%-15.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $547 | $1,082-49.4% | $2,289-76.1% | $2,241-75.6% |
| Participant deferral / active EE | $3,235 | $2,781+16.3% | $4,084-20.8% | $3,767-14.1% |
| Admin fee / account holder | $3,275 | $4,146-21.0% | $8,777-62.7% | $2,969+10.3% |