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 | $79,367 | $86,944-8.7% | $107,525-26.2% | $74,304+6.8% |
| Participation rate | 31.2% | 59.6%-28.3pp | 75.1%-43.9pp | 60.3%-29.1pp |
| Annual return | 16.99% | 23.52%-6.5pp | 181.32%-164.3pp | 29.43%-12.4pp |
| Employer contribution / active EE | $980 | $2,757-64.4% | $3,754-73.9% | $2,241-56.3% |
| Participant deferral / active EE | $2,087 | $3,554-41.3% | $5,116-59.2% | $3,767-44.6% |
| Admin fee / account holder | $4,827 | $3,727+29.5% | $8,919-45.9% | $2,969+62.6% |