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 | $73,487 | $71,050+3.4% | $93,606-21.5% | $80,856-9.1% |
| Participation rate | 20.6% | 60.4%-39.8pp | 68.7%-48.1pp | 67.6%-47.0pp |
| Annual return | 10.09% | 11.26%-1.2pp | 133.20%-123.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $688 | $1,564-56.0% | $2,420-71.6% | $2,755-75.0% |
| Participant deferral / active EE | $1,629 | $4,034-59.6% | $4,411-63.1% | $4,296-62.1% |
| Admin fee / account holder | $930 | $6,945-86.6% | $8,285-88.8% | $6,918-86.6% |