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 | $66,614 | $64,919+2.6% | $392,568-83.0% | $65,185+2.2% |
| Participation rate | 67.3% | 72.0%-4.7pp | 78.1%-10.7pp | 70.2%-2.9pp |
| Annual return | 22.47% | 26.09%-3.6pp | 24.42%-1.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $881 | $2,374-62.9% | $3,783-76.7% | $2,177-59.5% |
| Participant deferral / active EE | $1,893 | $3,668-48.4% | $5,985-68.4% | $3,514-46.1% |
| Admin fee / account holder | $1,216 | $634+91.9% | $6,260-80.6% | $847+43.6% |