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 | $66,259 | $57,016+16.2% | $84,966-22.0% | $80,856-18.1% |
| Participation rate | 52.0% | 56.3%-4.3pp | 67.5%-15.5pp | 67.6%-15.6pp |
| Annual return | 16.27% | 21.66%-5.4pp | 66.38%-50.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $894 | $1,798-50.3% | $2,727-67.2% | $2,755-67.5% |
| Participant deferral / active EE | $1,534 | $3,110-50.7% | $4,519-66.1% | $4,296-64.3% |
| Admin fee / account holder | $13,032 | $4,980+161.7% | $6,149+111.9% | $6,918+88.4% |