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 | $64,089 | $48,364+32.5% | $71,796-10.7% | $62,891+1.9% |
| Participation rate | 69.0% | 60.6%+8.3pp | 69.1%-0.1pp | 69.3%-0.3pp |
| Annual return | 6.53% | 13.16%-6.6pp | 78.04%-71.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $726 | $1,042-30.3% | $1,924-62.3% | $2,281-68.2% |
| Participant deferral / active EE | $2,440 | $2,091+16.7% | $2,794-12.7% | $3,203-23.8% |
| Admin fee / account holder | $4,012 | $3,771+6.4% | $4,815-16.7% | $4,296-6.6% |