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 | $69,704 | $61,605+13.1% | $112,229-37.9% | $75,163-7.3% |
| Participation rate | 56.3% | 61.7%-5.3pp | 72.4%-16.1pp | 67.2%-10.9pp |
| Annual return | 24.39% | 28.47%-4.1pp | 30.20%-5.8pp | 160.62%-136.2pp |
| Employer contribution / active EE | $938 | $2,015-53.5% | $3,430-72.7% | $2,670-64.9% |
| Participant deferral / active EE | $4,302 | $3,108+38.4% | $4,798-10.3% | $4,125+4.3% |
| Admin fee / account holder | $6,544 | $4,862+34.6% | $7,748-15.5% | $5,651+15.8% |