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 | $80,949 | $72,012+12.4% | $185,823-56.4% | $79,858+1.4% |
| Participation rate | 48.4% | 65.8%-17.4pp | 78.0%-29.7pp | 69.6%-21.3pp |
| Annual return | 21.77% | 23.12%-1.3pp | 35.95%-14.2pp | 31.71%-9.9pp |
| Employer contribution / active EE | $762 | $1,965-61.2% | $4,087-81.4% | $2,471-69.2% |
| Participant deferral / active EE | $1,616 | $3,779-57.2% | $5,632-71.3% | $3,740-56.8% |
| Admin fee / account holder | $3,429 | $4,513-24.0% | $9,500-63.9% | $5,306-35.4% |