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 | $63,645 | $46,869+35.8% | $122,332-48.0% | $70,131-9.2% |
| Participation rate | 42.3% | 58.2%-15.9pp | 71.6%-29.3pp | 69.5%-27.2pp |
| Annual return | 19.42% | 24.22%-4.8pp | 30.27%-10.9pp | 73.14%-53.7pp |
| Employer contribution / active EE | $247 | $1,288-80.8% | $4,050-93.9% | $2,342-89.5% |
| Participant deferral / active EE | $1,747 | $2,166-19.4% | $3,287-46.8% | $3,332-47.6% |
| Admin fee / account holder | $16,635 | $3,322+400.7% | $5,478+203.7% | $4,645+258.1% |