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 9-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 | $81,013 | $64,480+25.6% | $81,382-0.5% | $80,856+0.2% |
| Participation rate | 50.6% | 63.9%-13.3pp | 69.5%-18.9pp | 67.6%-17.0pp |
| Annual return | 25.97% | 16.34%+9.6pp | 24.73%+1.2pp | 35.59%-9.6pp |
| Employer contribution / active EE | $472 | $1,978-76.1% | $2,463-80.8% | $2,755-82.9% |
| Participant deferral / active EE | $1,287 | $3,094-58.4% | $3,883-66.9% | $4,296-70.0% |
| Admin fee / account holder | $2,516 | $5,671-55.6% | $5,768-56.4% | $6,918-63.6% |