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 | $60,080 | $53,127+13.1% | $86,590-30.6% | $70,131-14.3% |
| Participation rate | 66.2% | 65.3%+0.9pp | 73.5%-7.3pp | 69.5%-3.3pp |
| Annual return | 13.40% | 27.66%-14.3pp | 964.84%-951.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $691 | $2,068-66.6% | $2,839-75.7% | $2,342-70.5% |
| Participant deferral / active EE | $2,716 | $2,696+0.8% | $3,609-24.7% | $3,332-18.5% |
| Admin fee / account holder | $14,017 | $3,585+290.9% | $4,906+185.7% | $4,645+201.7% |