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 | $59,734 | $58,627+1.9% | $76,735-22.2% | $82,448-27.5% |
| Participation rate | 29.7% | 63.2%-33.5pp | 69.5%-39.8pp | 68.1%-38.4pp |
| Annual return | 13.22% | 39.10%-25.9pp | 29.77%-16.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $805 | $1,729-53.4% | $2,454-67.2% | $2,551-68.4% |
| Participant deferral / active EE | $1,266 | $3,134-59.6% | $4,088-69.0% | $4,139-69.4% |
| Admin fee / account holder | $4,989 | $5,323-6.3% | $7,189-30.6% | $7,234-31.0% |