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 | $63,079 | $47,848+31.8% | $81,478-22.6% | $70,131-10.1% |
| Participation rate | 31.7% | 58.3%-26.6pp | 68.0%-36.3pp | 69.5%-37.8pp |
| Annual return | 18.28% | 27.25%-9.0pp | 38.78%-20.5pp | 73.14%-54.9pp |
| Employer contribution / active EE | $898 | $1,527-41.2% | $2,568-65.0% | $2,342-61.7% |
| Participant deferral / active EE | $1,189 | $2,453-51.5% | $3,537-66.4% | $3,332-64.3% |
| Admin fee / account holder | $719 | $3,145-77.1% | $4,561-84.2% | $4,645-84.5% |