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 | $71,426 | $67,411+6.0% | $91,001-21.5% | $70,131+1.8% |
| Participation rate | 35.1% | 71.4%-36.2pp | 75.6%-40.5pp | 69.5%-34.4pp |
| Annual return | 18.96% | -40.16%+59.1pp | 4.60%+14.4pp | 73.14%-54.2pp |
| Employer contribution / active EE | $975 | $1,786-45.4% | $2,456-60.3% | $2,342-58.4% |
| Participant deferral / active EE | $1,502 | $2,823-46.8% | $3,547-57.7% | $3,332-54.9% |
| Admin fee / account holder | $10,078 | $4,236+137.9% | $5,417+86.0% | $4,645+117.0% |