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 | $70,583 | $64,480+9.5% | $81,382-13.3% | $80,856-12.7% |
| Participation rate | 45.0% | 63.9%-18.9pp | 69.5%-24.5pp | 67.6%-22.6pp |
| Annual return | 14.99% | 16.34%-1.3pp | 24.73%-9.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $945 | $1,978-52.2% | $2,463-61.6% | $2,755-65.7% |
| Participant deferral / active EE | $1,386 | $3,094-55.2% | $3,883-64.3% | $4,296-67.7% |
| Admin fee / account holder | $3,218 | $5,671-43.3% | $5,768-44.2% | $6,918-53.5% |