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 | $85,081 | $71,050+19.7% | $93,606-9.1% | $80,856+5.2% |
| Participation rate | 59.5% | 60.4%-0.9pp | 68.7%-9.2pp | 67.6%-8.1pp |
| Annual return | 16.58% | 11.26%+5.3pp | 133.20%-116.6pp | 35.59%-19.0pp |
| Employer contribution / active EE | $398 | $1,564-74.5% | $2,420-83.5% | $2,755-85.5% |
| Participant deferral / active EE | $3,595 | $4,034-10.9% | $4,411-18.5% | $4,296-16.3% |
| Admin fee / account holder | $3,058 | $6,945-56.0% | $8,285-63.1% | $6,918-55.8% |