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 | $82,799 | $73,787+12.2% | $98,716-16.1% | $82,448+0.4% |
| Participation rate | 43.8% | 61.4%-17.7pp | 69.3%-25.5pp | 68.1%-24.3pp |
| Annual return | 16.06% | 18.57%-2.5pp | 31.81%-15.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $397 | $1,511-73.8% | $2,279-82.6% | $2,551-84.5% |
| Participant deferral / active EE | $2,474 | $3,081-19.7% | $4,048-38.9% | $4,139-40.2% |
| Admin fee / account holder | $7,964 | $6,500+22.5% | $8,703-8.5% | $7,234+10.1% |