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 | $71,118 | $46,869+51.7% | $122,332-41.9% | $70,131+1.4% |
| Participation rate | 46.8% | 58.2%-11.4pp | 71.6%-24.8pp | 69.5%-22.7pp |
| Annual return | 17.10% | 24.22%-7.1pp | 30.27%-13.2pp | 73.14%-56.0pp |
| Employer contribution / active EE | $726 | $1,288-43.6% | $4,050-82.1% | $2,342-69.0% |
| Participant deferral / active EE | $1,526 | $2,166-29.5% | $3,287-53.6% | $3,332-54.2% |
| Admin fee / account holder | $6,559 | $3,322+97.4% | $5,478+19.7% | $4,645+41.2% |