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 | $62,774 | $61,272+2.5% | $149,673-58.1% | $71,457-12.2% |
| Participation rate | 41.2% | 62.5%-21.3pp | 78.8%-37.5pp | 67.9%-26.7pp |
| Annual return | 24.90% | 35.85%-11.0pp | 134.42%-109.5pp | 28.85%-3.9pp |
| Employer contribution / active EE | $994 | $2,378-58.2% | $4,818-79.4% | $2,588-61.6% |
| Participant deferral / active EE | $2,114 | $2,917-27.5% | $5,680-62.8% | $4,289-50.7% |
| Admin fee / account holder | $1,554 | $1,261+23.2% | $13,210-88.2% | $1,587-2.1% |