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 | $71,512 | $46,869+52.6% | $122,332-41.5% | $70,131+2.0% |
| Participation rate | 60.5% | 58.2%+2.3pp | 71.6%-11.1pp | 69.5%-9.0pp |
| Annual return | 16.11% | 24.22%-8.1pp | 30.27%-14.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $538 | $1,288-58.2% | $4,050-86.7% | $2,342-77.0% |
| Participant deferral / active EE | $2,192 | $2,166+1.2% | $3,287-33.3% | $3,332-34.2% |
| Admin fee / account holder | $976 | $3,322-70.6% | $5,478-82.2% | $4,645-79.0% |