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 | $58,181 | $56,897+2.3% | $84,750-31.4% | $62,891-7.5% |
| Participation rate | 22.4% | 68.5%-46.2pp | 76.6%-54.2pp | 69.3%-46.9pp |
| Annual return | 7.12% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.0pp |
| Employer contribution / active EE | $850 | $2,400-64.6% | $3,574-76.2% | $2,281-62.7% |
| Participant deferral / active EE | $1,596 | $2,709-41.1% | $3,712-57.0% | $3,203-50.2% |
| Admin fee / account holder | $18,656 | $3,581+421.0% | $5,332+249.9% | $4,296+334.3% |