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 | $93,475 | $81,460+14.7% | $103,333-9.5% | $80,856+15.6% |
| Participation rate | 22.2% | 66.8%-44.6pp | 74.5%-52.3pp | 67.6%-45.4pp |
| Annual return | 11.99% | 25.55%-13.6pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $812 | $3,105-73.9% | $3,868-79.0% | $2,755-70.5% |
| Participant deferral / active EE | $1,705 | $3,869-55.9% | $5,057-66.3% | $4,296-60.3% |
| Admin fee / account holder | $31,636 | $6,566+381.8% | $8,355+278.7% | $6,918+357.3% |