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 | $79,936 | $57,541+38.9% | $95,745-16.5% | $75,163+6.3% |
| Participation rate | 49.2% | 62.5%-13.3pp | 72.3%-23.0pp | 67.2%-18.0pp |
| Annual return | 17.55% | 34.93%-17.4pp | 28.35%-10.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $452 | $1,808-75.0% | $2,835-84.1% | $2,670-83.1% |
| Participant deferral / active EE | $1,929 | $3,074-37.3% | $4,245-54.6% | $4,125-53.2% |
| Admin fee / account holder | $6,207 | $4,099+51.4% | $5,678+9.3% | $5,651+9.8% |