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 | $77,295 | $84,233-8.2% | $170,442-54.7% | $70,131+10.2% |
| Participation rate | 32.3% | 70.8%-38.6pp | 83.6%-51.3pp | 69.5%-37.3pp |
| Annual return | 16.72% | 23.06%-6.3pp | 205.93%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $979 | $3,387-71.1% | $5,433-82.0% | $2,342-58.2% |
| Participant deferral / active EE | $1,698 | $3,086-45.0% | $4,939-65.6% | $3,332-49.0% |
| Admin fee / account holder | $7,924 | $5,698+39.1% | $13,880-42.9% | $4,645+70.6% |