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 | $86,647 | $73,787+17.4% | $98,716-12.2% | $82,448+5.1% |
| Participation rate | 39.2% | 61.4%-22.2pp | 69.3%-30.1pp | 68.1%-28.8pp |
| Annual return | 16.91% | 18.57%-1.7pp | 31.81%-14.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $997 | $1,511-34.0% | $2,279-56.2% | $2,551-60.9% |
| Participant deferral / active EE | $3,369 | $3,081+9.3% | $4,048-16.8% | $4,139-18.6% |
| Admin fee / account holder | $2,180 | $6,500-66.5% | $8,703-74.9% | $7,234-69.9% |