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 | $55,024 | $54,541+0.9% | $78,778-30.2% | $70,131-21.5% |
| Participation rate | 46.6% | 60.8%-14.2pp | 69.2%-22.6pp | 69.5%-23.0pp |
| Annual return | 13.14% | 21.07%-7.9pp | 35.62%-22.5pp | 73.14%-60.0pp |
| Employer contribution / active EE | $770 | $1,089-29.3% | $1,986-61.2% | $2,342-67.1% |
| Participant deferral / active EE | $2,085 | $2,210-5.7% | $2,958-29.5% | $3,332-37.4% |
| Admin fee / account holder | $639 | $3,709-82.8% | $5,134-87.6% | $4,645-86.3% |