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 | $67,637 | $56,317+20.1% | $71,209-5.0% | $74,304-9.0% |
| Participation rate | 27.5% | 55.1%-27.7pp | 73.8%-46.3pp | 60.3%-32.9pp |
| Annual return | 16.43% | 42.83%-26.4pp | 282.51%-266.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $692 | $2,160-68.0% | $2,721-74.6% | $2,241-69.1% |
| Participant deferral / active EE | $1,575 | $2,788-43.5% | $4,175-62.3% | $3,767-58.2% |
| Admin fee / account holder | $3,884 | $2,290+69.7% | $5,349-27.4% | $2,969+30.8% |