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 | $71,989 | $63,346+13.6% | $92,233-21.9% | $70,131+2.6% |
| Participation rate | 39.3% | 68.7%-29.4pp | 76.5%-37.2pp | 69.5%-30.3pp |
| Annual return | 18.78% | 530.12%-511.3pp | 176.28%-157.5pp | 73.14%-54.4pp |
| Employer contribution / active EE | $872 | $2,471-64.7% | $3,679-76.3% | $2,342-62.8% |
| Participant deferral / active EE | $2,930 | $2,854+2.7% | $3,897-24.8% | $3,332-12.1% |
| Admin fee / account holder | $2,798 | $3,840-27.1% | $5,194-46.1% | $4,645-39.8% |