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 | $69,945 | $65,041+7.5% | $90,951-23.1% | $79,858-12.4% |
| Participation rate | 53.8% | 61.6%-7.8pp | 69.0%-15.2pp | 69.6%-15.8pp |
| Annual return | 15.51% | 30.45%-14.9pp | 134.60%-119.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $334 | $1,247-73.3% | $2,122-84.3% | $2,471-86.5% |
| Participant deferral / active EE | $1,742 | $2,512-30.6% | $3,373-48.3% | $3,740-53.4% |
| Admin fee / account holder | $11,883 | $4,536+162.0% | $5,959+99.4% | $5,306+123.9% |