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 | $63,264 | $54,762+15.5% | $90,281-29.9% | $72,985-13.3% |
| Participation rate | 61.8% | 65.1%-3.3pp | 73.3%-11.4pp | 69.5%-7.6pp |
| Annual return | 26.79% | 30.63%-3.8pp | 78.10%-51.3pp | 81.00%-54.2pp |
| Employer contribution / active EE | $731 | $2,092-65.1% | $2,854-74.4% | $2,440-70.1% |
| Participant deferral / active EE | $6,498 | $2,887+125.1% | $3,885+67.2% | $3,607+80.1% |
| Admin fee / account holder | $3,066 | $3,972-22.8% | $5,351-42.7% | $5,124-40.2% |