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 | $76,258 | $87,013-12.4% | $106,213-28.2% | $80,856-5.7% |
| Participation rate | 60.7% | 70.4%-9.7pp | 75.3%-14.6pp | 67.6%-6.9pp |
| Annual return | 22.87% | 17.05%+5.8pp | 116.14%-93.3pp | 35.59%-12.7pp |
| Employer contribution / active EE | $762 | $2,395-68.2% | $3,171-76.0% | $2,755-72.3% |
| Participant deferral / active EE | $2,557 | $3,986-35.9% | $5,016-49.0% | $4,296-40.5% |
| Admin fee / account holder | $13,257 | $8,431+57.2% | $11,033+20.2% | $6,918+91.6% |