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 | $61,483 | $53,127+15.7% | $86,590-29.0% | $70,131-12.3% |
| Participation rate | 66.7% | 65.3%+1.4pp | 73.5%-6.9pp | 69.5%-2.9pp |
| Annual return | 19.22% | 27.66%-8.4pp | 964.84%-945.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,004 | $2,068-51.5% | $2,839-64.6% | $2,342-57.1% |
| Participant deferral / active EE | $2,711 | $2,696+0.6% | $3,609-24.9% | $3,332-18.6% |
| Admin fee / account holder | $487 | $3,585-86.4% | $4,906-90.1% | $4,645-89.5% |