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 | $59,262 | $58,512+1.3% | $84,015-29.5% | $72,985-18.8% |
| Participation rate | 64.5% | 61.2%+3.3pp | 69.0%-4.5pp | 69.5%-5.0pp |
| Annual return | 24.46% | 28.93%-4.5pp | 71.31%-46.8pp | 81.00%-56.5pp |
| Employer contribution / active EE | $351 | $1,163-69.8% | $1,983-82.3% | $2,440-85.6% |
| Participant deferral / active EE | $3,783 | $2,394+58.0% | $3,239+16.8% | $3,607+4.9% |
| Admin fee / account holder | $3,027 | $4,569-33.7% | $6,101-50.4% | $5,124-40.9% |