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 | $57,057+6.4% | $85,009-28.6% | $80,874-24.9% |
| Participation rate | 58.7% | 56.4%+2.3pp | 67.5%-8.8pp | 67.6%-9.0pp |
| Annual return | 19.70% | 21.66%-2.0pp | 66.47%-46.8pp | 35.62%-15.9pp |
| Employer contribution / active EE | $2,327 | $1,799+29.4% | $2,728-14.7% | $2,756-15.6% |
| Participant deferral / active EE | $6,134 | $3,112+97.1% | $4,522+35.7% | $4,297+42.7% |
| Admin fee / account holder | $2,048 | $4,986-58.9% | $6,153-66.7% | $6,935-70.5% |