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 | $82,622 | $71,050+16.3% | $93,606-11.7% | $80,856+2.2% |
| Participation rate | 50.9% | 60.4%-9.5pp | 68.7%-17.8pp | 67.6%-16.8pp |
| Annual return | 11.53% | 11.26%+0.3pp | 133.20%-121.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $469 | $1,564-70.0% | $2,420-80.6% | $2,755-83.0% |
| Participant deferral / active EE | $1,876 | $4,034-53.5% | $4,411-57.5% | $4,296-56.3% |
| Admin fee / account holder | $569 | $6,945-91.8% | $8,285-93.1% | $6,918-91.8% |