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 | $61,165 | $54,762+11.7% | $90,281-32.3% | $72,985-16.2% |
| Participation rate | 56.8% | 65.1%-8.4pp | 73.3%-16.5pp | 69.5%-12.7pp |
| Annual return | 24.16% | 30.63%-6.5pp | 78.10%-53.9pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,602 | $2,092-23.5% | $2,854-43.9% | $2,440-34.4% |
| Participant deferral / active EE | $2,010 | $2,887-30.4% | $3,885-48.3% | $3,607-44.3% |
| Admin fee / account holder | $6,647 | $3,972+67.3% | $5,351+24.2% | $5,124+29.7% |