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 | $67,479 | $54,045+24.9% | $115,157-41.4% | $65,185+3.5% |
| Participation rate | 63.3% | 63.5%-0.2pp | 75.9%-12.6pp | 70.2%-6.9pp |
| Annual return | 20.57% | 26.55%-6.0pp | 35.60%-15.0pp | 29.38%-8.8pp |
| Employer contribution / active EE | $0 | $1,653-100.0% | $3,179-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,537 | $2,504+1.3% | $4,168-39.1% | $3,514-27.8% |
| Admin fee / account holder | $3,695 | $626+490.6% | $7,088-47.9% | $847+336.2% |