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 | $69,744 | $65,041+7.2% | $90,951-23.3% | $79,858-12.7% |
| Participation rate | 59.8% | 61.6%-1.8pp | 69.0%-9.2pp | 69.6%-9.9pp |
| Annual return | 11.82% | 30.45%-18.6pp | 134.60%-122.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $340 | $1,247-72.7% | $2,122-84.0% | $2,471-86.2% |
| Participant deferral / active EE | $2,311 | $2,512-8.0% | $3,373-31.5% | $3,740-38.2% |
| Admin fee / account holder | $17,106 | $4,536+277.1% | $5,959+187.1% | $5,306+222.4% |