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 | $31,818 | $58,512-45.6% | $84,015-62.1% | $72,985-56.4% |
| Participation rate | 64.5% | 61.2%+3.3pp | 69.0%-4.5pp | 69.5%-5.0pp |
| Annual return | 20.70% | 28.93%-8.2pp | 71.31%-50.6pp | 81.00%-60.3pp |
| Employer contribution / active EE | $942 | $1,163-19.0% | $1,983-52.5% | $2,440-61.4% |
| Participant deferral / active EE | $2,057 | $2,394-14.1% | $3,239-36.5% | $3,607-43.0% |
| Admin fee / account holder | $2,748 | $4,569-39.8% | $6,101-55.0% | $5,124-46.4% |