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 | $97,457 | $74,927+30.1% | $101,794-4.3% | $84,808+14.9% |
| Participation rate | 36.4% | 61.4%-25.0pp | 69.2%-32.8pp | 68.3%-31.9pp |
| Annual return | 14.38% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $475 | $1,522-68.8% | $2,289-79.2% | $2,631-81.9% |
| Participant deferral / active EE | $1,654 | $3,099-46.6% | $4,084-59.5% | $4,212-60.7% |
| Admin fee / account holder | $5,709 | $6,514-12.4% | $8,777-35.0% | $7,344-22.3% |