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 | $58,655 | $56,317+4.2% | $71,209-17.6% | $74,304-21.1% |
| Participation rate | 30.8% | 55.1%-24.3pp | 73.8%-42.9pp | 60.3%-29.5pp |
| Annual return | 16.30% | 42.83%-26.5pp | 282.51%-266.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $701 | $2,160-67.6% | $2,721-74.3% | $2,241-68.7% |
| Participant deferral / active EE | $1,325 | $2,788-52.5% | $4,175-68.3% | $3,767-64.8% |
| Admin fee / account holder | $3,383 | $2,290+47.8% | $5,349-36.7% | $2,969+14.0% |