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 | $79,828 | $74,927+6.5% | $101,794-21.6% | $84,808-5.9% |
| Participation rate | 61.4% | 61.4%0pp | 69.2%-7.8pp | 68.3%-6.9pp |
| Annual return | 12.92% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,023 | $1,522-32.8% | $2,289-55.3% | $2,631-61.1% |
| Participant deferral / active EE | $3,788 | $3,099+22.2% | $4,084-7.3% | $4,212-10.1% |
| Admin fee / account holder | $46,238 | $6,514+609.8% | $8,777+426.8% | $7,344+529.6% |