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 | $84,641 | $63,861+32.5% | $104,607-19.1% | $79,858+6.0% |
| Participation rate | 55.6% | 64.9%-9.4pp | 74.1%-18.5pp | 69.6%-14.1pp |
| Annual return | 18.07% | 21.30%-3.2pp | 340.46%-322.4pp | 31.71%-13.6pp |
| Employer contribution / active EE | $939 | $1,588-40.9% | $2,681-65.0% | $2,471-62.0% |
| Participant deferral / active EE | $2,696 | $2,693+0.1% | $3,740-27.9% | $3,740-27.9% |
| Admin fee / account holder | $1,789 | $4,185-57.3% | $6,473-72.4% | $5,306-66.3% |