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 | $78,175 | $59,101+32.3% | $77,163+1.3% | $75,163+4.0% |
| Participation rate | 34.4% | 63.9%-29.5pp | 69.6%-35.2pp | 67.2%-32.8pp |
| Annual return | 23.70% | 26.71%-3.0pp | 37.87%-14.2pp | 160.62%-136.9pp |
| Employer contribution / active EE | $753 | $1,995-62.2% | $2,535-70.3% | $2,670-71.8% |
| Participant deferral / active EE | $1,626 | $2,999-45.8% | $3,833-57.6% | $4,125-60.6% |
| Admin fee / account holder | $15,139 | $4,774+217.1% | $5,472+176.7% | $5,651+167.9% |