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 | $63,939 | $70,428-9.2% | $96,562-33.8% | $85,850-25.5% |
| Participation rate | 67.4% | 61.8%+5.6pp | 69.8%-2.4pp | 69.3%-1.9pp |
| Annual return | 12.79% | 18.59%-5.8pp | 37.78%-25.0pp | 318.53%-305.7pp |
| Employer contribution / active EE | $392 | $1,413-72.2% | $2,356-83.3% | $2,565-84.7% |
| Participant deferral / active EE | $4,439 | $2,894+53.4% | $3,849+15.3% | $3,952+12.3% |
| Admin fee / account holder | $1,218 | $4,997-75.6% | $6,181-80.3% | $6,260-80.5% |