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 | $82,150 | $71,057+15.6% | $93,654-12.3% | $80,874+1.6% |
| Participation rate | 25.5% | 60.4%-35.0pp | 68.7%-43.3pp | 67.6%-42.2pp |
| Annual return | 14.09% | 11.26%+2.8pp | 133.34%-119.3pp | 35.62%-21.5pp |
| Employer contribution / active EE | $641 | $1,564-59.0% | $2,421-73.5% | $2,756-76.7% |
| Participant deferral / active EE | $1,475 | $4,034-63.4% | $4,413-66.6% | $4,297-65.7% |
| Admin fee / account holder | $12,803 | $6,944+84.4% | $8,282+54.6% | $6,935+84.6% |