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 5-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 | $69,872 | $67,984+2.8% | $65,493+6.7% | $74,304-6.0% |
| Participation rate | 47.0% | 66.3%-19.3pp | 73.1%-26.1pp | 60.3%-13.4pp |
| Annual return | 15.02% | 19.87%-4.9pp | 982.45%-967.4pp | 29.43%-14.4pp |
| Employer contribution / active EE | $879 | $2,491-64.7% | $2,574-65.8% | $2,241-60.8% |
| Participant deferral / active EE | $2,690 | $3,346-19.6% | $3,961-32.1% | $3,767-28.6% |
| Admin fee / account holder | $659 | $1,373-52.0% | $5,028-86.9% | $2,969-77.8% |