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 9-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 | $72,037 | $65,041+10.8% | $90,951-20.8% | $79,858-9.8% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 12.14% | 30.45%-18.3pp | 134.60%-122.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $479 | $1,247-61.6% | $2,122-77.4% | $2,471-80.6% |
| Participant deferral / active EE | $2,082 | $2,512-17.1% | $3,373-38.3% | $3,740-44.3% |
| Admin fee / account holder | $8,678 | $4,536+91.3% | $5,959+45.6% | $5,306+63.5% |