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 | $67,600 | $65,041+3.9% | $90,951-25.7% | $79,858-15.3% |
| Participation rate | 62.2% | 61.6%+0.6pp | 69.0%-6.8pp | 69.6%-7.5pp |
| Annual return | 23.43% | 30.45%-7.0pp | 134.60%-111.2pp | 31.71%-8.3pp |
| Employer contribution / active EE | $284 | $1,247-77.2% | $2,122-86.6% | $2,471-88.5% |
| Participant deferral / active EE | $2,947 | $2,512+17.3% | $3,373-12.6% | $3,740-21.2% |
| Admin fee / account holder | $23,075 | $4,536+408.7% | $5,959+287.3% | $5,306+334.9% |