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 | $60,709 | $57,016+6.5% | $84,966-28.5% | $80,856-24.9% |
| Participation rate | 58.7% | 56.3%+2.3pp | 67.5%-8.8pp | 67.6%-8.9pp |
| Annual return | 19.70% | 21.66%-2.0pp | 66.38%-46.7pp | 35.59%-15.9pp |
| Employer contribution / active EE | $2,327 | $1,798+29.4% | $2,727-14.7% | $2,755-15.5% |
| Participant deferral / active EE | $6,134 | $3,110+97.3% | $4,519+35.7% | $4,296+42.8% |
| Admin fee / account holder | $2,048 | $4,980-58.9% | $6,149-66.7% | $6,918-70.4% |