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 | $66,994 | $58,512+14.5% | $84,015-20.3% | $72,985-8.2% |
| Participation rate | 53.5% | 61.2%-7.7pp | 69.0%-15.5pp | 69.5%-16.0pp |
| Annual return | 21.40% | 28.93%-7.5pp | 71.31%-49.9pp | 81.00%-59.6pp |
| Employer contribution / active EE | $910 | $1,163-21.7% | $1,983-54.1% | $2,440-62.7% |
| Participant deferral / active EE | $2,754 | $2,394+15.0% | $3,239-15.0% | $3,607-23.7% |
| Admin fee / account holder | $1,945 | $4,569-57.4% | $6,101-68.1% | $5,124-62.0% |