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 | $72,236 | $66,402+8.8% | $109,895-34.3% | $85,850-15.9% |
| Participation rate | 51.1% | 63.9%-12.8pp | 74.2%-23.2pp | 69.3%-18.3pp |
| Annual return | 13.45% | 19.59%-6.1pp | 29.45%-16.0pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,071 | $1,687-36.5% | $2,842-62.3% | $2,565-58.2% |
| Participant deferral / active EE | $2,629 | $2,842-7.5% | $4,048-35.1% | $3,952-33.5% |
| Admin fee / account holder | $763 | $4,557-83.3% | $6,066-87.4% | $6,260-87.8% |