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 | $68,137 | $58,512+16.4% | $84,015-18.9% | $72,985-6.6% |
| Participation rate | 65.9% | 61.2%+4.7pp | 69.0%-3.1pp | 69.5%-3.6pp |
| Annual return | 24.74% | 28.93%-4.2pp | 71.31%-46.6pp | 81.00%-56.3pp |
| Employer contribution / active EE | $230 | $1,163-80.2% | $1,983-88.4% | $2,440-90.6% |
| Participant deferral / active EE | $2,582 | $2,394+7.9% | $3,239-20.3% | $3,607-28.4% |
| Admin fee / account holder | $2,300 | $4,569-49.7% | $6,101-62.3% | $5,124-55.1% |