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 | $68,083 | $59,101+15.2% | $77,163-11.8% | $75,163-9.4% |
| Participation rate | 69.0% | 63.9%+5.1pp | 69.6%-0.6pp | 67.2%+1.8pp |
| Annual return | 17.95% | 26.71%-8.8pp | 37.87%-19.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,968 | $1,995+48.7% | $2,535+17.1% | $2,670+11.2% |
| Participant deferral / active EE | $7,558 | $2,999+152.0% | $3,833+97.2% | $4,125+83.2% |
| Admin fee / account holder | $13,810 | $4,774+189.3% | $5,472+152.4% | $5,651+144.4% |