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 | $90,537 | $73,787+22.7% | $98,716-8.3% | $82,448+9.8% |
| Participation rate | 65.9% | 61.4%+4.5pp | 69.3%-3.4pp | 68.1%-2.1pp |
| Annual return | 14.52% | 18.57%-4.0pp | 31.81%-17.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $600 | $1,511-60.3% | $2,279-73.7% | $2,551-76.5% |
| Participant deferral / active EE | $4,867 | $3,081+57.9% | $4,048+20.2% | $4,139+17.6% |
| Admin fee / account holder | $38,931 | $6,500+498.9% | $8,703+347.3% | $7,234+438.1% |