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 | $81,754 | $53,127+53.9% | $86,590-5.6% | $70,131+16.6% |
| Participation rate | 68.0% | 65.3%+2.7pp | 73.5%-5.5pp | 69.5%-1.5pp |
| Annual return | 14.45% | 27.66%-13.2pp | 964.84%-950.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,662 | $2,068-19.6% | $2,839-41.4% | $2,342-29.0% |
| Participant deferral / active EE | $4,278 | $2,696+58.7% | $3,609+18.5% | $3,332+28.4% |
| Admin fee / account holder | $880 | $3,585-75.5% | $4,906-82.1% | $4,645-81.1% |