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 | $58,686 | $56,054+4.7% | $171,082-65.7% | $62,891-6.7% |
| Participation rate | 63.6% | 62.9%+0.8pp | 76.7%-13.1pp | 69.3%-5.7pp |
| Annual return | 20.40% | 22.52%-2.1pp | 32.56%-12.2pp | 20.14%+0.3pp |
| Employer contribution / active EE | $459 | $1,731-73.5% | $4,002-88.5% | $2,281-79.9% |
| Participant deferral / active EE | $5,070 | $3,158+60.6% | $4,797+5.7% | $3,203+58.3% |
| Admin fee / account holder | $2,920 | $3,647-19.9% | $8,520-65.7% | $4,296-32.0% |