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 | $57,553 | $65,041-11.5% | $90,951-36.7% | $79,858-27.9% |
| Participation rate | 65.9% | 61.6%+4.2pp | 69.0%-3.2pp | 69.6%-3.8pp |
| Annual return | 14.39% | 30.45%-16.1pp | 134.60%-120.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $415 | $1,247-66.8% | $2,122-80.5% | $2,471-83.2% |
| Participant deferral / active EE | $1,835 | $2,512-26.9% | $3,373-45.6% | $3,740-50.9% |
| Admin fee / account holder | $7,354 | $4,536+62.1% | $5,959+23.4% | $5,306+38.6% |