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 | $75,534 | $72,492+4.2% | $87,100-13.3% | $72,985+3.5% |
| Participation rate | 56.3% | 72.8%-16.6pp | 76.9%-20.6pp | 69.5%-13.2pp |
| Annual return | 20.16% | 24.46%-4.3pp | 28.19%-8.0pp | 81.00%-60.8pp |
| Employer contribution / active EE | $511 | $1,894-73.0% | $2,521-79.7% | $2,440-79.1% |
| Participant deferral / active EE | $4,522 | $3,270+38.3% | $4,049+11.7% | $3,607+25.4% |
| Admin fee / account holder | $6,019 | $5,055+19.1% | $7,497-19.7% | $5,124+17.5% |