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 | $65,921 | $59,623+10.6% | $95,585-31.0% | $85,563-23.0% |
| Participation rate | 29.4% | 57.2%-27.8pp | 72.1%-42.6pp | 66.0%-36.5pp |
| Annual return | 22.36% | 18.22%+4.1pp | 38.56%-16.2pp | 31.51%-9.2pp |
| Employer contribution / active EE | $907 | $1,669-45.7% | $2,527-64.1% | $2,654-65.8% |
| Participant deferral / active EE | $1,860 | $3,357-44.6% | $4,023-53.8% | $4,375-57.5% |
| Admin fee / account holder | $8,691 | $650+1236.7% | $6,127+41.8% | $834+941.9% |