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 | $74,196 | $58,851+26.1% | $115,157-35.6% | $72,985+1.7% |
| Participation rate | 44.0% | 65.5%-21.5pp | 75.9%-31.9pp | 69.5%-25.5pp |
| Annual return | 18.61% | 23.16%-4.6pp | 35.60%-17.0pp | 81.00%-62.4pp |
| Employer contribution / active EE | $916 | $1,798-49.1% | $3,179-71.2% | $2,440-62.5% |
| Participant deferral / active EE | $2,062 | $2,643-22.0% | $4,168-50.5% | $3,607-42.8% |
| Admin fee / account holder | $15,723 | $6,370+146.8% | $7,088+121.8% | $5,124+206.8% |