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 | $81,558 | $72,492+12.5% | $87,100-6.4% | $72,985+11.7% |
| Participation rate | 61.5% | 72.8%-11.3pp | 76.9%-15.3pp | 69.5%-7.9pp |
| Annual return | 24.66% | 24.46%+0.2pp | 28.19%-3.5pp | 81.00%-56.3pp |
| Employer contribution / active EE | $898 | $1,894-52.6% | $2,521-64.4% | $2,440-63.2% |
| Participant deferral / active EE | $2,934 | $3,270-10.3% | $4,049-27.5% | $3,607-18.7% |
| Admin fee / account holder | $585 | $5,055-88.4% | $7,497-92.2% | $5,124-88.6% |