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 | $60,399 | $48,364+24.9% | $71,796-15.9% | $62,891-4.0% |
| Participation rate | 67.1% | 60.6%+6.5pp | 69.1%-2.0pp | 69.3%-2.2pp |
| Annual return | 10.37% | 13.16%-2.8pp | 78.04%-67.7pp | 20.14%-9.8pp |
| Employer contribution / active EE | $723 | $1,042-30.6% | $1,924-62.4% | $2,281-68.3% |
| Participant deferral / active EE | $1,938 | $2,091-7.3% | $2,794-30.7% | $3,203-39.5% |
| Admin fee / account holder | $1,698 | $3,771-55.0% | $4,815-64.7% | $4,296-60.5% |