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 | $73,508 | $47,848+53.6% | $81,478-9.8% | $70,131+4.8% |
| Participation rate | 67.7% | 58.3%+9.5pp | 68.0%-0.2pp | 69.5%-1.8pp |
| Annual return | 13.20% | 27.25%-14.0pp | 38.78%-25.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $551 | $1,527-64.0% | $2,568-78.6% | $2,342-76.5% |
| Participant deferral / active EE | $6,054 | $2,453+146.8% | $3,537+71.2% | $3,332+81.7% |
| Admin fee / account holder | $16,191 | $3,145+414.8% | $4,561+255.0% | $4,645+248.5% |