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 | $68,426 | $69,515-1.6% | $86,874-21.2% | $85,850-20.3% |
| Participation rate | 39.7% | 66.3%-26.6pp | 71.6%-31.9pp | 69.3%-29.6pp |
| Annual return | 11.97% | 20.12%-8.2pp | 63.52%-51.5pp | 318.53%-306.6pp |
| Employer contribution / active EE | $707 | $1,880-62.4% | $2,495-71.7% | $2,565-72.5% |
| Participant deferral / active EE | $1,583 | $2,919-45.8% | $3,699-57.2% | $3,952-59.9% |
| Admin fee / account holder | $7,280 | $5,972+21.9% | $5,828+24.9% | $6,260+16.3% |