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 | $61,419 | $60,022+2.3% | $88,946-30.9% | $84,808-27.6% |
| Participation rate | 17.9% | 57.8%-40.0pp | 68.8%-51.0pp | 68.3%-50.5pp |
| Annual return | 63.15% | 22.43%+40.7pp | 57.82%+5.3pp | 40.90%+22.3pp |
| Employer contribution / active EE | $356 | $1,703-79.1% | $2,555-86.1% | $2,631-86.5% |
| Participant deferral / active EE | $948 | $3,114-69.5% | $4,581-79.3% | $4,212-77.5% |
| Admin fee / account holder | $13,329 | $4,811+177.1% | $8,261+61.3% | $7,344+81.5% |