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 | $89,283 | $70,428+26.8% | $96,562-7.5% | $85,850+4.0% |
| Participation rate | 49.5% | 61.8%-12.4pp | 69.8%-20.4pp | 69.3%-19.9pp |
| Annual return | 13.19% | 18.59%-5.4pp | 37.78%-24.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $343 | $1,413-75.7% | $2,356-85.4% | $2,565-86.6% |
| Participant deferral / active EE | $2,463 | $2,894-14.9% | $3,849-36.0% | $3,952-37.7% |
| Admin fee / account holder | $6,611 | $4,997+32.3% | $6,181+7.0% | $6,260+5.6% |