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 | $68,752 | $58,512+17.5% | $84,015-18.2% | $72,985-5.8% |
| Participation rate | 59.5% | 61.2%-1.8pp | 69.0%-9.6pp | 69.5%-10.0pp |
| Annual return | 24.76% | 28.93%-4.2pp | 71.31%-46.5pp | 81.00%-56.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,537 | $2,394+6.0% | $3,239-21.7% | $3,607-29.7% |
| Admin fee / account holder | $8,543 | $4,569+87.0% | $6,101+40.0% | $5,124+66.7% |