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 | $65,714 | $58,512+12.3% | $84,015-21.8% | $72,985-10.0% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.3pp | 69.5%-2.8pp |
| Annual return | 17.00% | 28.93%-11.9pp | 71.31%-54.3pp | 81.00%-64.0pp |
| Employer contribution / active EE | $667 | $1,163-42.7% | $1,983-66.4% | $2,440-72.7% |
| Participant deferral / active EE | $4,159 | $2,394+73.7% | $3,239+28.4% | $3,607+15.3% |
| Admin fee / account holder | $2,307 | $4,569-49.5% | $6,101-62.2% | $5,124-55.0% |