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 | $72,368 | $58,512+23.7% | $84,015-13.9% | $72,985-0.8% |
| Participation rate | 46.7% | 61.2%-14.6pp | 69.0%-22.3pp | 69.5%-22.8pp |
| Annual return | 20.08% | 28.93%-8.8pp | 71.31%-51.2pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,329 | $1,163+14.3% | $1,983-33.0% | $2,440-45.5% |
| Participant deferral / active EE | $2,756 | $2,394+15.1% | $3,239-14.9% | $3,607-23.6% |
| Admin fee / account holder | $2,969 | $4,569-35.0% | $6,101-51.3% | $5,124-42.1% |