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 | $59,789 | $46,869+27.6% | $122,332-51.1% | $70,131-14.7% |
| Participation rate | 61.3% | 58.2%+3.1pp | 71.6%-10.4pp | 69.5%-8.3pp |
| Annual return | 14.85% | 24.22%-9.4pp | 30.27%-15.4pp | 73.14%-58.3pp |
| Employer contribution / active EE | $391 | $1,288-69.6% | $4,050-90.3% | $2,342-83.3% |
| Participant deferral / active EE | $1,839 | $2,166-15.1% | $3,287-44.0% | $3,332-44.8% |
| Admin fee / account holder | $1,033 | $3,322-68.9% | $5,478-81.1% | $4,645-77.8% |