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 | $76,286 | $58,512+30.4% | $84,015-9.2% | $72,985+4.5% |
| Participation rate | 61.6% | 61.2%+0.4pp | 69.0%-7.4pp | 69.5%-7.9pp |
| Annual return | 19.51% | 28.93%-9.4pp | 71.31%-51.8pp | 81.00%-61.5pp |
| Employer contribution / active EE | $356 | $1,163-69.4% | $1,983-82.0% | $2,440-85.4% |
| Participant deferral / active EE | $2,516 | $2,394+5.1% | $3,239-22.3% | $3,607-30.3% |
| Admin fee / account holder | $2,429 | $4,569-46.8% | $6,101-60.2% | $5,124-52.6% |