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 | $77,847 | $65,246+19.3% | $98,716-21.1% | $67,986+14.5% |
| Participation rate | 42.8% | 51.4%-8.7pp | 69.3%-26.5pp | 57.2%-14.4pp |
| Annual return | 15.36% | 20.58%-5.2pp | 31.81%-16.4pp | 31.67%-16.3pp |
| Employer contribution / active EE | $290 | $1,042-72.2% | $2,279-87.3% | $2,019-85.7% |
| Participant deferral / active EE | $2,671 | $2,594+3.0% | $4,048-34.0% | $3,358-20.4% |
| Admin fee / account holder | $5,473 | $4,561+20.0% | $8,703-37.1% | $3,203+70.9% |