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 | $79,761 | $66,098+20.7% | $101,794-21.6% | $74,304+7.3% |
| Participation rate | 42.6% | 53.8%-11.2pp | 69.2%-26.6pp | 60.3%-17.8pp |
| Annual return | 14.52% | 19.59%-5.1pp | 30.53%-16.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $482 | $1,082-55.4% | $2,289-78.9% | $2,241-78.5% |
| Participant deferral / active EE | $3,603 | $2,781+29.5% | $4,084-11.8% | $3,767-4.4% |
| Admin fee / account holder | $24,012 | $4,146+479.2% | $8,777+173.6% | $2,969+708.8% |