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 | $71,805 | $48,795+47.2% | $65,493+9.6% | $84,808-15.3% |
| Participation rate | 52.8% | 67.0%-14.2pp | 73.1%-20.3pp | 68.3%-15.5pp |
| Annual return | 13.58% | 20.20%-6.6pp | 982.45%-968.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $909 | $1,930-52.9% | $2,574-64.7% | $2,631-65.5% |
| Participant deferral / active EE | $1,351 | $2,928-53.9% | $3,961-65.9% | $4,212-67.9% |
| Admin fee / account holder | $6,505 | $3,877+67.8% | $5,028+29.4% | $7,344-11.4% |