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 | $46,285 | $25,014+85.0% | $69,647-33.5% | $80,856-42.8% |
| Participation rate | 58.1% | 64.2%-6.2pp | 66.5%-8.4pp | 67.6%-9.6pp |
| Annual return | 11.81% | 19.07%-7.3pp | 100.48%-88.7pp | 35.59%-23.8pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,146 | $1,839+16.7% | $2,886-25.7% | $4,296-50.1% |
| Admin fee / account holder | $1,997 | $2,488-19.7% | $4,713-57.6% | $6,918-71.1% |