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 | $84,792 | $80,968+4.7% | $96,544-12.2% | $75,163+12.8% |
| Participation rate | 46.6% | 71.8%-25.2pp | 76.0%-29.4pp | 67.2%-20.6pp |
| Annual return | 17.99% | 27.06%-9.1pp | 25.84%-7.9pp | 160.62%-142.6pp |
| Employer contribution / active EE | $969 | $2,282-57.5% | $2,965-67.3% | $2,670-63.7% |
| Participant deferral / active EE | $1,780 | $3,928-54.7% | $4,851-63.3% | $4,125-56.8% |
| Admin fee / account holder | $4,446 | $6,724-33.9% | $8,252-46.1% | $5,651-21.3% |