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 | $67,360 | $54,762+23.0% | $90,281-25.4% | $72,985-7.7% |
| Participation rate | 59.0% | 65.1%-6.1pp | 73.3%-14.3pp | 69.5%-10.5pp |
| Annual return | 21.36% | 30.63%-9.3pp | 78.10%-56.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $361 | $2,092-82.8% | $2,854-87.4% | $2,440-85.2% |
| Participant deferral / active EE | $1,149 | $2,887-60.2% | $3,885-70.4% | $3,607-68.2% |
| Admin fee / account holder | $3,277 | $3,972-17.5% | $5,351-38.8% | $5,124-36.0% |