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 | $51,757 | $46,553+11.2% | $64,056-19.2% | $75,163-31.1% |
| Participation rate | 59.3% | 65.9%-6.6pp | 72.3%-13.0pp | 67.2%-7.9pp |
| Annual return | 14.10% | 26.03%-11.9pp | 33.69%-19.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $572 | $1,974-71.0% | $2,747-79.2% | $2,670-78.6% |
| Participant deferral / active EE | $2,405 | $2,837-15.2% | $3,880-38.0% | $4,125-41.7% |
| Admin fee / account holder | $7,809 | $2,952+164.5% | $3,068+154.5% | $5,651+38.2% |