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 | $79,604 | $65,041+22.4% | $90,951-12.5% | $79,858-0.3% |
| Participation rate | 25.3% | 61.6%-36.3pp | 69.0%-43.7pp | 69.6%-44.4pp |
| Annual return | 10.69% | 30.45%-19.8pp | 134.60%-123.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $304 | $1,247-75.6% | $2,122-85.7% | $2,471-87.7% |
| Participant deferral / active EE | $1,279 | $2,512-49.1% | $3,373-62.1% | $3,740-65.8% |
| Admin fee / account holder | $2,305 | $4,536-49.2% | $5,959-61.3% | $5,306-56.6% |