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 | $81,704 | $71,050+15.0% | $93,606-12.7% | $80,856+1.0% |
| Participation rate | 34.1% | 60.4%-26.3pp | 68.7%-34.6pp | 67.6%-33.5pp |
| Annual return | 12.88% | 11.26%+1.6pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $581 | $1,564-62.9% | $2,420-76.0% | $2,755-78.9% |
| Participant deferral / active EE | $1,513 | $4,034-62.5% | $4,411-65.7% | $4,296-64.8% |
| Admin fee / account holder | $20,832 | $6,945+200.0% | $8,285+151.4% | $6,918+201.1% |