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 | $60,080 | $58,512+2.7% | $84,015-28.5% | $72,985-17.7% |
| Participation rate | 53.0% | 61.2%-8.2pp | 69.0%-16.0pp | 69.5%-16.5pp |
| Annual return | 20.25% | 28.93%-8.7pp | 71.31%-51.1pp | 81.00%-60.8pp |
| Employer contribution / active EE | $551 | $1,163-52.6% | $1,983-72.2% | $2,440-77.4% |
| Participant deferral / active EE | $1,230 | $2,394-48.6% | $3,239-62.0% | $3,607-65.9% |
| Admin fee / account holder | $9,021 | $4,569+97.4% | $6,101+47.9% | $5,124+76.0% |