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 | $86,753 | $65,041+33.4% | $90,951-4.6% | $79,858+8.6% |
| Participation rate | 65.2% | 61.6%+3.5pp | 69.0%-3.9pp | 69.6%-4.5pp |
| Annual return | 11.42% | 30.45%-19.0pp | 134.60%-123.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $888 | $1,247-28.8% | $2,122-58.2% | $2,471-64.1% |
| Participant deferral / active EE | $2,957 | $2,512+17.7% | $3,373-12.3% | $3,740-20.9% |
| Admin fee / account holder | $2,493 | $4,536-45.0% | $5,959-58.2% | $5,306-53.0% |