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 | $73,880 | $72,012+2.6% | $185,823-60.2% | $79,858-7.5% |
| Participation rate | 48.2% | 65.8%-17.5pp | 78.0%-29.8pp | 69.6%-21.4pp |
| Annual return | 21.67% | 23.12%-1.5pp | 35.95%-14.3pp | 31.71%-10.0pp |
| Employer contribution / active EE | $826 | $1,965-58.0% | $4,087-79.8% | $2,471-66.6% |
| Participant deferral / active EE | $1,527 | $3,779-59.6% | $5,632-72.9% | $3,740-59.2% |
| Admin fee / account holder | $1,832 | $4,513-59.4% | $9,500-80.7% | $5,306-65.5% |