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 | $64,300 | $57,541+11.7% | $95,745-32.8% | $75,163-14.5% |
| Participation rate | 67.6% | 62.5%+5.1pp | 72.3%-4.7pp | 67.2%+0.4pp |
| Annual return | 17.36% | 34.93%-17.6pp | 28.35%-11.0pp | 160.62%-143.3pp |
| Employer contribution / active EE | $651 | $1,808-64.0% | $2,835-77.0% | $2,670-75.6% |
| Participant deferral / active EE | $1,556 | $3,074-49.4% | $4,245-63.3% | $4,125-62.3% |
| Admin fee / account holder | $5,419 | $4,099+32.2% | $5,678-4.6% | $5,651-4.1% |