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 | $57,918 | $50,982+13.6% | $154,803-62.6% | $85,563-32.3% |
| Participation rate | 33.2% | 59.8%-26.6pp | 78.1%-44.9pp | 66.0%-32.8pp |
| Annual return | 16.49% | 30.35%-13.9pp | 58.88%-42.4pp | 31.51%-15.0pp |
| Employer contribution / active EE | $588 | $1,708-65.6% | $4,305-86.3% | $2,654-77.9% |
| Participant deferral / active EE | $1,544 | $2,474-37.6% | $5,540-72.1% | $4,375-64.7% |
| Admin fee / account holder | $1,886 | $846+123.0% | $14,329-86.8% | $834+126.1% |