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 | $99,481 | $77,314+28.7% | $177,989-44.1% | $80,856+23.0% |
| Participation rate | 68.0% | 65.7%+2.3pp | 77.1%-9.1pp | 67.6%+0.4pp |
| Annual return | 18.82% | 18.09%+0.7pp | 294.48%-275.7pp | 35.59%-16.8pp |
| Employer contribution / active EE | $565 | $2,292-75.3% | $3,949-85.7% | $2,755-79.5% |
| Participant deferral / active EE | $3,573 | $4,411-19.0% | $6,276-43.1% | $4,296-16.8% |
| Admin fee / account holder | $4,418 | $7,191-38.6% | $10,363-57.4% | $6,918-36.1% |