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 | $82,747 | $65,041+27.2% | $90,951-9.0% | $79,858+3.6% |
| Participation rate | 63.8% | 61.6%+2.2pp | 69.0%-5.2pp | 69.6%-5.8pp |
| Annual return | 11.94% | 30.45%-18.5pp | 134.60%-122.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $640 | $1,247-48.7% | $2,122-69.8% | $2,471-74.1% |
| Participant deferral / active EE | $3,252 | $2,512+29.5% | $3,373-3.6% | $3,740-13.1% |
| Admin fee / account holder | $6,921 | $4,536+52.6% | $5,959+16.2% | $5,306+30.4% |