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 | $75,953 | $58,512+29.8% | $84,015-9.6% | $72,985+4.1% |
| Participation rate | 46.1% | 61.2%-15.2pp | 69.0%-22.9pp | 69.5%-23.4pp |
| Annual return | 21.71% | 28.93%-7.2pp | 71.31%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $787 | $1,163-32.4% | $1,983-60.3% | $2,440-67.8% |
| Participant deferral / active EE | $2,985 | $2,394+24.7% | $3,239-7.8% | $3,607-17.2% |
| Admin fee / account holder | $1,656 | $4,569-63.8% | $6,101-72.9% | $5,124-67.7% |