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 | $72,089 | $61,272+17.7% | $149,673-51.8% | $71,457+0.9% |
| Participation rate | 62.9% | 62.5%+0.4pp | 78.8%-15.9pp | 67.9%-5.1pp |
| Annual return | 15.17% | 35.85%-20.7pp | 134.42%-119.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $883 | $2,378-62.9% | $4,818-81.7% | $2,588-65.9% |
| Participant deferral / active EE | $3,419 | $2,917+17.2% | $5,680-39.8% | $4,289-20.3% |
| Admin fee / account holder | $7,674 | $1,261+508.4% | $13,210-41.9% | $1,587+383.5% |