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 | $86,223 | $65,041+32.6% | $90,951-5.2% | $79,858+8.0% |
| Participation rate | 42.4% | 61.6%-19.2pp | 69.0%-26.6pp | 69.6%-27.2pp |
| Annual return | 14.04% | 30.45%-16.4pp | 134.60%-120.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $640 | $1,247-48.7% | $2,122-69.8% | $2,471-74.1% |
| Participant deferral / active EE | $1,639 | $2,512-34.7% | $3,373-51.4% | $3,740-56.2% |
| Admin fee / account holder | $3,747 | $4,536-17.4% | $5,959-37.1% | $5,306-29.4% |