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 | $61,378 | $58,512+4.9% | $84,015-26.9% | $72,985-15.9% |
| Participation rate | 64.3% | 61.2%+3.1pp | 69.0%-4.7pp | 69.5%-5.2pp |
| Annual return | 16.61% | 28.93%-12.3pp | 71.31%-54.7pp | 81.00%-64.4pp |
| Employer contribution / active EE | $510 | $1,163-56.2% | $1,983-74.3% | $2,440-79.1% |
| Participant deferral / active EE | $2,890 | $2,394+20.7% | $3,239-10.8% | $3,607-19.9% |
| Admin fee / account holder | $4,463 | $4,569-2.3% | $6,101-26.8% | $5,124-12.9% |