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 | $65,093 | $61,605+5.7% | $112,229-42.0% | $75,163-13.4% |
| Participation rate | 64.2% | 61.7%+2.5pp | 72.4%-8.2pp | 67.2%-3.0pp |
| Annual return | 15.03% | 28.47%-13.4pp | 30.20%-15.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,370 | $2,015-32.0% | $3,430-60.1% | $2,670-48.7% |
| Participant deferral / active EE | $2,601 | $3,108-16.3% | $4,798-45.8% | $4,125-37.0% |
| Admin fee / account holder | $4,351 | $4,862-10.5% | $7,748-43.8% | $5,651-23.0% |