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 | $84,398 | $71,050+18.8% | $93,606-9.8% | $80,856+4.4% |
| Participation rate | 68.1% | 60.4%+7.7pp | 68.7%-0.6pp | 67.6%+0.4pp |
| Annual return | 16.90% | 11.26%+5.6pp | 133.20%-116.3pp | 35.59%-18.7pp |
| Employer contribution / active EE | $900 | $1,564-42.4% | $2,420-62.8% | $2,755-67.3% |
| Participant deferral / active EE | $4,120 | $4,034+2.1% | $4,411-6.6% | $4,296-4.1% |
| Admin fee / account holder | $3,134 | $6,945-54.9% | $8,285-62.2% | $6,918-54.7% |