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 | $66,612 | $58,512+13.8% | $84,015-20.7% | $72,985-8.7% |
| Participation rate | 57.5% | 61.2%-3.7pp | 69.0%-11.5pp | 69.5%-12.0pp |
| Annual return | 21.26% | 28.93%-7.7pp | 71.31%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,883 | $1,163+61.9% | $1,983-5.0% | $2,440-22.8% |
| Participant deferral / active EE | $3,126 | $2,394+30.6% | $3,239-3.5% | $3,607-13.3% |
| Admin fee / account holder | $4,452 | $4,569-2.6% | $6,101-27.0% | $5,124-13.1% |