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 | $68,255 | $48,364+41.1% | $71,796-4.9% | $62,891+8.5% |
| Participation rate | 32.9% | 60.6%-27.7pp | 69.1%-36.2pp | 69.3%-36.4pp |
| Annual return | 7.01% | 13.16%-6.1pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $467 | $1,042-55.2% | $1,924-75.7% | $2,281-79.5% |
| Participant deferral / active EE | $1,100 | $2,091-47.4% | $2,794-60.6% | $3,203-65.7% |
| Admin fee / account holder | $2,887 | $3,771-23.4% | $4,815-40.0% | $4,296-32.8% |