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 | $70,194 | $58,512+20.0% | $84,015-16.5% | $72,985-3.8% |
| Participation rate | 55.6% | 61.2%-5.7pp | 69.0%-13.5pp | 69.5%-13.9pp |
| Annual return | 21.34% | 28.93%-7.6pp | 71.31%-50.0pp | 81.00%-59.7pp |
| Employer contribution / active EE | $979 | $1,163-15.8% | $1,983-50.6% | $2,440-59.9% |
| Participant deferral / active EE | $2,699 | $2,394+12.7% | $3,239-16.7% | $3,607-25.2% |
| Admin fee / account holder | $2,284 | $4,569-50.0% | $6,101-62.6% | $5,124-55.4% |