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 | $70,436 | $46,869+50.3% | $122,332-42.4% | $70,131+0.4% |
| Participation rate | 21.0% | 58.2%-37.2pp | 71.6%-50.7pp | 69.5%-48.6pp |
| Annual return | 19.11% | 24.22%-5.1pp | 30.27%-11.2pp | 73.14%-54.0pp |
| Employer contribution / active EE | $252 | $1,288-80.4% | $4,050-93.8% | $2,342-89.2% |
| Participant deferral / active EE | $1,006 | $2,166-53.6% | $3,287-69.4% | $3,332-69.8% |
| Admin fee / account holder | $9,544 | $3,322+187.2% | $5,478+74.2% | $4,645+105.4% |