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 | $74,512 | $70,879+5.1% | $189,557-60.7% | $79,386-6.1% |
| Participation rate | 55.6% | 68.0%-12.4pp | 78.4%-22.9pp | 70.7%-15.1pp |
| Annual return | 14.01% | 20.70%-6.7pp | 64.17%-50.2pp | 116.85%-102.8pp |
| Employer contribution / active EE | $986 | $1,806-45.4% | $4,412-77.7% | $2,427-59.4% |
| Participant deferral / active EE | $2,034 | $4,081-50.2% | $6,174-67.1% | $4,046-49.7% |
| Admin fee / account holder | $1,154 | $647+78.3% | $9,807-88.2% | $626+84.3% |