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 | $69,013 | $64,480+7.0% | $81,382-15.2% | $80,856-14.6% |
| Participation rate | 38.9% | 63.9%-25.0pp | 69.5%-30.6pp | 67.6%-28.7pp |
| Annual return | 11.67% | 16.34%-4.7pp | 24.73%-13.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $734 | $1,978-62.9% | $2,463-70.2% | $2,755-73.4% |
| Participant deferral / active EE | $1,629 | $3,094-47.4% | $3,883-58.1% | $4,296-62.1% |
| Admin fee / account holder | $5,108 | $5,671-9.9% | $5,768-11.5% | $6,918-26.2% |