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 | $74,649 | $56,317+32.6% | $71,209+4.8% | $74,304+0.5% |
| Participation rate | 31.9% | 55.1%-23.2pp | 73.8%-41.8pp | 60.3%-28.4pp |
| Annual return | 16.27% | 42.83%-26.6pp | 282.51%-266.2pp | 29.43%-13.2pp |
| Employer contribution / active EE | $305 | $2,160-85.9% | $2,721-88.8% | $2,241-86.4% |
| Participant deferral / active EE | $1,821 | $2,788-34.7% | $4,175-56.4% | $3,767-51.7% |
| Admin fee / account holder | $3,971 | $2,290+73.4% | $5,349-25.8% | $2,969+33.8% |