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 | $78,244 | $66,098+18.4% | $101,794-23.1% | $74,304+5.3% |
| Participation rate | 32.4% | 53.8%-21.3pp | 69.2%-36.8pp | 60.3%-27.9pp |
| Annual return | 16.08% | 19.59%-3.5pp | 30.53%-14.4pp | 29.43%-13.4pp |
| Employer contribution / active EE | $284 | $1,082-73.8% | $2,289-87.6% | $2,241-87.3% |
| Participant deferral / active EE | $1,663 | $2,781-40.2% | $4,084-59.3% | $3,767-55.8% |
| Admin fee / account holder | $2,685 | $4,146-35.2% | $8,777-69.4% | $2,969-9.6% |