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 | $68,945 | $58,512+17.8% | $84,015-17.9% | $72,985-5.5% |
| Participation rate | 40.7% | 61.2%-20.5pp | 69.0%-28.3pp | 69.5%-28.7pp |
| Annual return | 18.88% | 28.93%-10.0pp | 71.31%-52.4pp | 81.00%-62.1pp |
| Employer contribution / active EE | $641 | $1,163-44.9% | $1,983-67.7% | $2,440-73.7% |
| Participant deferral / active EE | $2,677 | $2,394+11.8% | $3,239-17.3% | $3,607-25.8% |
| Admin fee / account holder | $1,525 | $4,569-66.6% | $6,101-75.0% | $5,124-70.2% |