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 | $64,927 | $45,312+43.3% | $86,233-24.7% | $67,986-4.5% |
| Participation rate | 37.5% | 42.4%-4.9pp | 69.0%-31.5pp | 57.2%-19.7pp |
| Annual return | 16.69% | 24.79%-8.1pp | 61.39%-44.7pp | 31.67%-15.0pp |
| Employer contribution / active EE | $297 | $1,160-74.4% | $2,504-88.2% | $2,019-85.3% |
| Participant deferral / active EE | $845 | $2,185-61.3% | $4,559-81.5% | $3,358-74.8% |
| Admin fee / account holder | $830 | $3,295-74.8% | $8,342-90.1% | $3,203-74.1% |