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 | $60,559 | $52,279+15.8% | $89,391-32.3% | $79,858-24.2% |
| Participation rate | 63.2% | 57.5%+5.6pp | 68.0%-4.8pp | 69.6%-6.5pp |
| Annual return | 20.23% | 22.16%-1.9pp | 245.62%-225.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,461 | $1,572-7.0% | $2,586-43.5% | $2,471-40.9% |
| Participant deferral / active EE | $2,712 | $2,740-1.0% | $3,890-30.3% | $3,740-27.5% |
| Admin fee / account holder | $3,849 | $3,356+14.7% | $4,881-21.1% | $5,306-27.5% |