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 | $88,821 | $73,933+20.1% | $96,683-8.1% | $75,163+18.2% |
| Participation rate | 45.2% | 66.4%-21.2pp | 74.3%-29.1pp | 67.2%-22.0pp |
| Annual return | 15.74% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $750 | $2,928-74.4% | $3,737-79.9% | $2,670-71.9% |
| Participant deferral / active EE | $2,408 | $3,659-34.2% | $4,878-50.6% | $4,125-41.6% |
| Admin fee / account holder | $8,997 | $5,216+72.5% | $6,730+33.7% | $5,651+59.2% |