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 | $60,551 | $58,512+3.5% | $84,015-27.9% | $72,985-17.0% |
| Participation rate | 41.7% | 61.2%-19.6pp | 69.0%-27.3pp | 69.5%-27.8pp |
| Annual return | 19.95% | 28.93%-9.0pp | 71.31%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $307 | $1,163-73.6% | $1,983-84.5% | $2,440-87.4% |
| Participant deferral / active EE | $2,604 | $2,394+8.8% | $3,239-19.6% | $3,607-27.8% |
| Admin fee / account holder | $13,592 | $4,569+197.5% | $6,101+122.8% | $5,124+165.2% |