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 | $68,973 | $71,050-2.9% | $93,606-26.3% | $80,856-14.7% |
| Participation rate | 61.2% | 60.4%+0.8pp | 68.7%-7.5pp | 67.6%-6.4pp |
| Annual return | 18.01% | 11.26%+6.8pp | 133.20%-115.2pp | 35.59%-17.6pp |
| Employer contribution / active EE | $837 | $1,564-46.4% | $2,420-65.4% | $2,755-69.6% |
| Participant deferral / active EE | $4,779 | $4,034+18.5% | $4,411+8.3% | $4,296+11.2% |
| Admin fee / account holder | $5,182 | $6,945-25.4% | $8,285-37.5% | $6,918-25.1% |