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 | $86,988 | $78,422+10.9% | $95,952-9.3% | $79,858+8.9% |
| Participation rate | 62.1% | 73.5%-11.4pp | 77.1%-15.0pp | 69.6%-7.5pp |
| Annual return | 15.45% | 19.37%-3.9pp | 91.61%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $676 | $1,945-65.2% | $2,541-73.4% | $2,471-72.6% |
| Participant deferral / active EE | $2,235 | $3,440-35.0% | $4,167-46.4% | $3,740-40.2% |
| Admin fee / account holder | $7,873 | $5,622+40.0% | $6,795+15.9% | $5,306+48.4% |