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 | $80,966 | $74,927+8.1% | $101,794-20.5% | $84,808-4.5% |
| Participation rate | 67.4% | 61.4%+6.0pp | 69.2%-1.7pp | 68.3%-0.9pp |
| Annual return | 15.90% | 18.70%-2.8pp | 30.53%-14.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $698 | $1,522-54.2% | $2,289-69.5% | $2,631-73.5% |
| Participant deferral / active EE | $3,387 | $3,099+9.3% | $4,084-17.1% | $4,212-19.6% |
| Admin fee / account holder | $2,818 | $6,514-56.7% | $8,777-67.9% | $7,344-61.6% |