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 | $57,818 | $55,371+4.4% | $95,585-39.5% | $74,304-22.2% |
| Participation rate | 39.3% | 53.8%-14.5pp | 72.1%-32.7pp | 60.3%-21.0pp |
| Annual return | 14.84% | 24.26%-9.4pp | 38.56%-23.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $588 | $1,437-59.1% | $2,527-76.7% | $2,241-73.8% |
| Participant deferral / active EE | $1,945 | $2,955-34.2% | $4,023-51.6% | $3,767-48.4% |
| Admin fee / account holder | $4,502 | $2,620+71.8% | $6,127-26.5% | $2,969+51.6% |