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 | $77,173 | $73,787+4.6% | $98,716-21.8% | $82,448-6.4% |
| Participation rate | 53.3% | 61.4%-8.1pp | 69.3%-16.0pp | 68.1%-14.7pp |
| Annual return | 13.51% | 18.57%-5.1pp | 31.81%-18.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $353 | $1,511-76.6% | $2,279-84.5% | $2,551-86.2% |
| Participant deferral / active EE | $3,585 | $3,081+16.4% | $4,048-11.4% | $4,139-13.4% |
| Admin fee / account holder | $1,113 | $6,500-82.9% | $8,703-87.2% | $7,234-84.6% |