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 | $71,490 | $65,041+9.9% | $90,951-21.4% | $79,858-10.5% |
| Participation rate | 69.2% | 61.6%+7.6pp | 69.0%+0.2pp | 69.6%-0.4pp |
| Annual return | 10.25% | 30.45%-20.2pp | 134.60%-124.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,280 | $1,247+2.6% | $2,122-39.7% | $2,471-48.2% |
| Participant deferral / active EE | $3,691 | $2,512+46.9% | $3,373+9.4% | $3,740-1.3% |
| Admin fee / account holder | $4,739 | $4,536+4.5% | $5,959-20.5% | $5,306-10.7% |