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 | $57,162 | $58,512-2.3% | $84,015-32.0% | $72,985-21.7% |
| Participation rate | 68.0% | 61.2%+6.8pp | 69.0%-1.0pp | 69.5%-1.5pp |
| Annual return | 19.10% | 28.93%-9.8pp | 71.31%-52.2pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,477 | $1,163+27.0% | $1,983-25.5% | $2,440-39.5% |
| Participant deferral / active EE | $2,980 | $2,394+24.5% | $3,239-8.0% | $3,607-17.4% |
| Admin fee / account holder | $6,649 | $4,569+45.5% | $6,101+9.0% | $5,124+29.7% |