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 | $62,769 | $58,264+7.7% | $86,612-27.5% | $71,457-12.2% |
| Participation rate | 68.9% | 65.0%+3.9pp | 71.7%-2.8pp | 67.9%+1.0pp |
| Annual return | 19.28% | 21.63%-2.3pp | 591.07%-571.8pp | 28.85%-9.6pp |
| Employer contribution / active EE | $2,358 | $2,574-8.4% | $3,022-22.0% | $2,588-8.9% |
| Participant deferral / active EE | $4,309 | $3,436+25.4% | $4,438-2.9% | $4,289+0.5% |
| Admin fee / account holder | $3,941 | $1,057+272.9% | $5,614-29.8% | $1,587+148.3% |