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 | $80,575 | $74,927+7.5% | $101,794-20.8% | $84,808-5.0% |
| Participation rate | 53.1% | 61.4%-8.3pp | 69.2%-16.1pp | 68.3%-15.2pp |
| Annual return | 13.46% | 18.70%-5.2pp | 30.53%-17.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $596 | $1,522-60.8% | $2,289-74.0% | $2,631-77.4% |
| Participant deferral / active EE | $3,065 | $3,099-1.1% | $4,084-24.9% | $4,212-27.2% |
| Admin fee / account holder | $2,293 | $6,514-64.8% | $8,777-73.9% | $7,344-68.8% |