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 | $79,618 | $62,573+27.2% | $85,682-7.1% | $85,850-7.3% |
| Participation rate | 52.5% | 61.1%-8.6pp | 69.9%-17.3pp | 69.3%-16.8pp |
| Annual return | 12.19% | 23.77%-11.6pp | 21.49%-9.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $558 | $1,757-68.2% | $2,618-78.7% | $2,565-78.3% |
| Participant deferral / active EE | $1,509 | $2,802-46.1% | $3,923-61.5% | $3,952-61.8% |
| Admin fee / account holder | $3,240 | $4,640-30.2% | $6,873-52.9% | $6,260-48.2% |