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 | $57,026 | $47,848+19.2% | $81,478-30.0% | $70,131-18.7% |
| Participation rate | 60.5% | 58.3%+2.3pp | 68.0%-7.4pp | 69.5%-9.0pp |
| Annual return | 14.46% | 27.25%-12.8pp | 38.78%-24.3pp | 73.14%-58.7pp |
| Employer contribution / active EE | $454 | $1,527-70.3% | $2,568-82.3% | $2,342-80.6% |
| Participant deferral / active EE | $1,785 | $2,453-27.2% | $3,537-49.5% | $3,332-46.4% |
| Admin fee / account holder | $706 | $3,145-77.5% | $4,561-84.5% | $4,645-84.8% |