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 | $66,838 | $52,580+27.1% | $71,671-6.7% | $70,131-4.7% |
| Participation rate | 50.6% | 60.9%-10.3pp | 68.7%-18.1pp | 69.5%-18.9pp |
| Annual return | 18.90% | 20.25%-1.4pp | 20.65%-1.8pp | 73.14%-54.2pp |
| Employer contribution / active EE | $964 | $1,616-40.4% | $2,460-60.8% | $2,342-58.9% |
| Participant deferral / active EE | $3,842 | $2,386+61.0% | $3,438+11.7% | $3,332+15.3% |
| Admin fee / account holder | $10,963 | $3,653+200.1% | $5,558+97.2% | $4,645+136.0% |