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 | $83,524 | $74,927+11.5% | $101,794-17.9% | $84,808-1.5% |
| Participation rate | 55.0% | 61.4%-6.4pp | 69.2%-14.2pp | 68.3%-13.3pp |
| Annual return | 15.36% | 18.70%-3.3pp | 30.53%-15.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $963 | $1,522-36.7% | $2,289-57.9% | $2,631-63.4% |
| Participant deferral / active EE | $5,326 | $3,099+71.9% | $4,084+30.4% | $4,212+26.5% |
| Admin fee / account holder | $4,791 | $6,514-26.4% | $8,777-45.4% | $7,344-34.8% |