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 | $109,041 | $65,041+67.6% | $90,951+19.9% | $79,858+36.5% |
| Participation rate | 60.8% | 61.6%-0.8pp | 69.0%-8.2pp | 69.6%-8.8pp |
| Annual return | 17.52% | 30.45%-12.9pp | 134.60%-117.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $579 | $1,247-53.6% | $2,122-72.7% | $2,471-76.6% |
| Participant deferral / active EE | $1,942 | $2,512-22.7% | $3,373-42.4% | $3,740-48.1% |
| Admin fee / account holder | $10,654 | $4,536+134.9% | $5,959+78.8% | $5,306+100.8% |