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 | $62,861 | $49,915+25.9% | $154,803-59.4% | $74,304-15.4% |
| Participation rate | 40.3% | 54.0%-13.6pp | 78.1%-37.7pp | 60.3%-20.0pp |
| Annual return | 13.20% | 34.06%-20.9pp | 58.88%-45.7pp | 29.43%-16.2pp |
| Employer contribution / active EE | $441 | $1,611-72.6% | $4,305-89.8% | $2,241-80.3% |
| Participant deferral / active EE | $1,211 | $2,255-46.3% | $5,540-78.1% | $3,767-67.8% |
| Admin fee / account holder | $2,946 | $2,189+34.6% | $14,329-79.4% | $2,969-0.8% |