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 | $79,484 | $64,480+23.3% | $81,382-2.3% | $80,856-1.7% |
| Participation rate | 69.2% | 63.9%+5.4pp | 69.5%-0.3pp | 67.6%+1.6pp |
| Annual return | 13.48% | 16.34%-2.9pp | 24.73%-11.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,016 | $1,978+1.9% | $2,463-18.1% | $2,755-26.8% |
| Participant deferral / active EE | $4,248 | $3,094+37.3% | $3,883+9.4% | $4,296-1.1% |
| Admin fee / account holder | $4,834 | $5,671-14.8% | $5,768-16.2% | $6,918-30.1% |