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 | $81,553 | $78,422+4.0% | $95,952-15.0% | $79,858+2.1% |
| Participation rate | 65.9% | 73.5%-7.6pp | 77.1%-11.2pp | 69.6%-3.8pp |
| Annual return | 14.28% | 19.37%-5.1pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $489 | $1,945-74.8% | $2,541-80.7% | $2,471-80.2% |
| Participant deferral / active EE | $3,102 | $3,440-9.8% | $4,167-25.6% | $3,740-17.1% |
| Admin fee / account holder | $7,508 | $5,622+33.5% | $6,795+10.5% | $5,306+41.5% |