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 | $74,927+20.8% | $101,794-11.1% | $84,808+6.8% |
| Participation rate | 65.9% | 61.4%+4.5pp | 69.2%-3.2pp | 68.3%-2.4pp |
| Annual return | 14.52% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $600 | $1,522-60.6% | $2,289-73.8% | $2,631-77.2% |
| Participant deferral / active EE | $4,867 | $3,099+57.0% | $4,084+19.2% | $4,212+15.6% |
| Admin fee / account holder | $38,931 | $6,514+497.7% | $8,777+343.6% | $7,344+430.1% |