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 | $82,893 | $58,512+41.7% | $84,015-1.3% | $72,985+13.6% |
| Participation rate | 50.6% | 61.2%-10.6pp | 69.0%-18.4pp | 69.5%-18.9pp |
| Annual return | 23.28% | 28.93%-5.7pp | 71.31%-48.0pp | 81.00%-57.7pp |
| Employer contribution / active EE | $442 | $1,163-62.0% | $1,983-77.7% | $2,440-81.9% |
| Participant deferral / active EE | $2,297 | $2,394-4.0% | $3,239-29.1% | $3,607-36.3% |
| Admin fee / account holder | $1,231 | $4,569-73.1% | $6,101-79.8% | $5,124-76.0% |