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 | $57,403 | $50,982+12.6% | $154,803-62.9% | $85,563-32.9% |
| Participation rate | 32.3% | 59.8%-27.5pp | 78.1%-45.8pp | 66.0%-33.7pp |
| Annual return | 14.59% | 30.35%-15.8pp | 58.88%-44.3pp | 31.51%-16.9pp |
| Employer contribution / active EE | $647 | $1,708-62.1% | $4,305-85.0% | $2,654-75.6% |
| Participant deferral / active EE | $1,273 | $2,474-48.5% | $5,540-77.0% | $4,375-70.9% |
| Admin fee / account holder | $3,197 | $846+277.9% | $14,329-77.7% | $834+283.3% |