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 | $53,926 | $46,869+15.1% | $122,332-55.9% | $70,131-23.1% |
| Participation rate | 65.9% | 58.2%+7.7pp | 71.6%-5.7pp | 69.5%-3.6pp |
| Annual return | 17.87% | 24.22%-6.4pp | 30.27%-12.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $990 | $1,288-23.1% | $4,050-75.5% | $2,342-57.7% |
| Participant deferral / active EE | $2,135 | $2,166-1.5% | $3,287-35.1% | $3,332-35.9% |
| Admin fee / account holder | $3,523 | $3,322+6.0% | $5,478-35.7% | $4,645-24.2% |