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 | $62,153 | $66,098-6.0% | $101,794-38.9% | $74,304-16.4% |
| Participation rate | 54.6% | 53.8%+0.9pp | 69.2%-14.6pp | 60.3%-5.7pp |
| Annual return | 15.89% | 19.59%-3.7pp | 30.53%-14.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $754 | $1,082-30.3% | $2,289-67.0% | $2,241-66.3% |
| Participant deferral / active EE | $1,201 | $2,781-56.8% | $4,084-70.6% | $3,767-68.1% |
| Admin fee / account holder | $8,465 | $4,146+104.2% | $8,777-3.6% | $2,969+185.1% |