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 | $71,814 | $62,573+14.8% | $85,682-16.2% | $85,850-16.3% |
| Participation rate | 36.2% | 61.1%-25.0pp | 69.9%-33.7pp | 69.3%-33.1pp |
| Annual return | 14.88% | 23.77%-8.9pp | 21.49%-6.6pp | 318.53%-303.7pp |
| Employer contribution / active EE | $738 | $1,757-58.0% | $2,618-71.8% | $2,565-71.2% |
| Participant deferral / active EE | $1,569 | $2,802-44.0% | $3,923-60.0% | $3,952-60.3% |
| Admin fee / account holder | $14,140 | $4,640+204.7% | $6,873+105.7% | $6,260+125.9% |