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 | $78,144 | $64,348+21.4% | $90,160-13.3% | $70,131+11.4% |
| Participation rate | 40.7% | 70.4%-29.7pp | 76.9%-36.2pp | 69.5%-28.8pp |
| Annual return | 18.67% | 28.13%-9.5pp | 34.88%-16.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $677 | $2,046-66.9% | $3,318-79.6% | $2,342-71.1% |
| Participant deferral / active EE | $4,698 | $4,389+7.1% | $5,288-11.2% | $3,332+41.0% |
| Admin fee / account holder | $1,185 | $3,944-69.9% | $5,943-80.1% | $4,645-74.5% |