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 | $66,018 | $63,346+4.2% | $92,233-28.4% | $70,131-5.9% |
| Participation rate | 47.1% | 68.7%-21.6pp | 76.5%-29.4pp | 69.5%-22.5pp |
| Annual return | 13.36% | 530.12%-516.8pp | 176.28%-162.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $813 | $2,471-67.1% | $3,679-77.9% | $2,342-65.3% |
| Participant deferral / active EE | $1,607 | $2,854-43.7% | $3,897-58.8% | $3,332-51.8% |
| Admin fee / account holder | $6,044 | $3,840+57.4% | $5,194+16.4% | $4,645+30.1% |