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 5-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 | $68,215 | $51,638+32.1% | $68,368-0.2% | $82,448-17.3% |
| Participation rate | 31.6% | 63.6%-32.0pp | 73.8%-42.2pp | 68.1%-36.5pp |
| Annual return | 14.09% | 37.53%-23.4pp | 292.57%-278.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $556 | $2,047-72.8% | $2,649-79.0% | $2,551-78.2% |
| Participant deferral / active EE | $938 | $2,914-67.8% | $4,123-77.2% | $4,139-77.3% |
| Admin fee / account holder | $5,544 | $4,643+19.4% | $5,150+7.6% | $7,234-23.4% |