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 | $76,346 | $65,395+16.7% | $182,532-58.2% | $72,985+4.6% |
| Participation rate | 41.7% | 65.4%-23.8pp | 78.0%-36.3pp | 69.5%-27.8pp |
| Annual return | 41.14% | 27.68%+13.5pp | 148.54%-107.4pp | 81.00%-39.9pp |
| Employer contribution / active EE | $460 | $1,911-75.9% | $4,076-88.7% | $2,440-81.2% |
| Participant deferral / active EE | $6,074 | $3,563+70.5% | $5,524+10.0% | $3,607+68.4% |
| Admin fee / account holder | $3,903 | $4,245-8.0% | $8,592-54.6% | $5,124-23.8% |