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 | $77,279 | $50,972+51.6% | $88,538-12.7% | $72,985+5.9% |
| Participation rate | 66.7% | 63.4%+3.3pp | 68.7%-2.1pp | 69.5%-2.8pp |
| Annual return | 22.71% | 29.62%-6.9pp | 43.64%-20.9pp | 81.00%-58.3pp |
| Employer contribution / active EE | $315 | $1,475-78.7% | $2,098-85.0% | $2,440-87.1% |
| Participant deferral / active EE | $1,842 | $2,230-17.4% | $2,914-36.8% | $3,607-48.9% |
| Admin fee / account holder | $4,297 | $3,230+33.0% | $4,310-0.3% | $5,124-16.1% |