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 | $73,003 | $67,411+8.3% | $91,001-19.8% | $70,131+4.1% |
| Participation rate | 69.2% | 71.4%-2.1pp | 75.6%-6.4pp | 69.5%-0.3pp |
| Annual return | 15.38% | -40.16%+55.5pp | 4.60%+10.8pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,995 | $1,786+11.7% | $2,456-18.7% | $2,342-14.8% |
| Participant deferral / active EE | $5,361 | $2,823+89.9% | $3,547+51.1% | $3,332+60.9% |
| Admin fee / account holder | $8,354 | $4,236+97.2% | $5,417+54.2% | $4,645+79.8% |