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 | $66,809 | $58,512+14.2% | $84,015-20.5% | $72,985-8.5% |
| Participation rate | 51.7% | 61.2%-9.5pp | 69.0%-17.3pp | 69.5%-17.8pp |
| Annual return | 17.00% | 28.93%-11.9pp | 71.31%-54.3pp | 81.00%-64.0pp |
| Employer contribution / active EE | $652 | $1,163-43.9% | $1,983-67.1% | $2,440-73.3% |
| Participant deferral / active EE | $2,262 | $2,394-5.5% | $3,239-30.1% | $3,607-37.3% |
| Admin fee / account holder | $15,773 | $4,569+245.2% | $6,101+158.5% | $5,124+207.8% |