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 | $74,037 | $58,512+26.5% | $84,015-11.9% | $72,985+1.4% |
| Participation rate | 40.4% | 61.2%-20.8pp | 69.0%-28.6pp | 69.5%-29.1pp |
| Annual return | 18.59% | 28.93%-10.3pp | 71.31%-52.7pp | 81.00%-62.4pp |
| Employer contribution / active EE | $445 | $1,163-61.8% | $1,983-77.6% | $2,440-81.8% |
| Participant deferral / active EE | $1,524 | $2,394-36.3% | $3,239-52.9% | $3,607-57.8% |
| Admin fee / account holder | $13,876 | $4,569+203.7% | $6,101+127.5% | $5,124+170.8% |