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 | $85,804 | $76,407+12.3% | $150,298-42.9% | $82,448+4.1% |
| Participation rate | 44.8% | 66.4%-21.6pp | 77.8%-32.9pp | 68.1%-23.2pp |
| Annual return | 16.62% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $722 | $2,614-72.4% | $4,154-82.6% | $2,551-71.7% |
| Participant deferral / active EE | $1,804 | $3,214-43.9% | $5,453-66.9% | $4,139-56.4% |
| Admin fee / account holder | $1,437 | $6,352-77.4% | $14,116-89.8% | $7,234-80.1% |