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 | $63,723 | $56,277+13.2% | $80,975-21.3% | $62,891+1.3% |
| Participation rate | 65.7% | 69.0%-3.2pp | 75.8%-10.1pp | 69.3%-3.6pp |
| Annual return | 6.45% | 22.12%-15.7pp | 17.10%-10.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,015 | $1,943+3.7% | $3,714-45.7% | $2,281-11.6% |
| Participant deferral / active EE | $5,875 | $4,195+40.0% | $5,696+3.1% | $3,203+83.4% |
| Admin fee / account holder | $14,300 | $3,741+282.3% | $5,516+159.3% | $4,296+232.9% |