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 | $61,181 | $55,706+9.8% | $75,886-19.4% | $72,985-16.2% |
| Participation rate | 41.1% | 61.1%-20.1pp | 69.3%-28.2pp | 69.5%-28.4pp |
| Annual return | 18.84% | 27.59%-8.7pp | 30.76%-11.9pp | 81.00%-62.2pp |
| Employer contribution / active EE | $414 | $1,687-75.5% | $2,500-83.5% | $2,440-83.0% |
| Participant deferral / active EE | $1,840 | $2,634-30.1% | $3,603-48.9% | $3,607-49.0% |
| Admin fee / account holder | $7,250 | $3,978+82.2% | $5,418+33.8% | $5,124+41.5% |