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 | $64,424 | $58,512+10.1% | $84,015-23.3% | $72,985-11.7% |
| Participation rate | 41.5% | 61.2%-19.8pp | 69.0%-27.5pp | 69.5%-28.0pp |
| Annual return | 19.31% | 28.93%-9.6pp | 71.31%-52.0pp | 81.00%-61.7pp |
| Employer contribution / active EE | $585 | $1,163-49.7% | $1,983-70.5% | $2,440-76.0% |
| Participant deferral / active EE | $1,949 | $2,394-18.6% | $3,239-39.8% | $3,607-46.0% |
| Admin fee / account holder | $3,141 | $4,569-31.3% | $6,101-48.5% | $5,124-38.7% |