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 | $86,192 | $74,927+15.0% | $101,794-15.3% | $84,808+1.6% |
| Participation rate | 32.2% | 61.4%-29.2pp | 69.2%-37.0pp | 68.3%-36.1pp |
| Annual return | 15.04% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $513 | $1,522-66.3% | $2,289-77.6% | $2,631-80.5% |
| Participant deferral / active EE | $1,526 | $3,099-50.8% | $4,084-62.6% | $4,212-63.8% |
| Admin fee / account holder | $13,138 | $6,514+101.7% | $8,777+49.7% | $7,344+78.9% |