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 | $74,654 | $59,101+26.3% | $77,163-3.3% | $75,163-0.7% |
| Participation rate | 32.5% | 63.9%-31.4pp | 69.6%-37.1pp | 67.2%-34.7pp |
| Annual return | 15.21% | 26.71%-11.5pp | 37.87%-22.7pp | 160.62%-145.4pp |
| Employer contribution / active EE | $497 | $1,995-75.1% | $2,535-80.4% | $2,670-81.4% |
| Participant deferral / active EE | $1,079 | $2,999-64.0% | $3,833-71.9% | $4,125-73.8% |
| Admin fee / account holder | $1,449 | $4,774-69.7% | $5,472-73.5% | $5,651-74.4% |