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 | $68,395 | $65,365+4.6% | $92,893-26.4% | $72,985-6.3% |
| Participation rate | 65.3% | 68.3%-3.0pp | 76.0%-10.7pp | 69.5%-4.2pp |
| Annual return | 18.77% | 42.10%-23.3pp | 109.41%-90.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $911 | $2,594-64.9% | $3,653-75.1% | $2,440-62.7% |
| Participant deferral / active EE | $2,268 | $3,128-27.5% | $4,236-46.5% | $3,607-37.1% |
| Admin fee / account holder | $6,781 | $4,251+59.5% | $5,794+17.0% | $5,124+32.3% |