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 | $69,333 | $63,114+9.9% | $92,893-25.4% | $65,185+6.4% |
| Participation rate | 34.9% | 68.8%-33.9pp | 76.0%-41.1pp | 70.2%-35.3pp |
| Annual return | 26.68% | 28.75%-2.1pp | 109.41%-82.7pp | 29.38%-2.7pp |
| Employer contribution / active EE | $899 | $2,571-65.0% | $3,653-75.4% | $2,177-58.7% |
| Participant deferral / active EE | $2,075 | $3,108-33.3% | $4,236-51.0% | $3,514-41.0% |
| Admin fee / account holder | $1,519 | $624+143.5% | $5,794-73.8% | $847+79.3% |