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 | $78,008 | $58,512+33.3% | $84,015-7.1% | $72,985+6.9% |
| Participation rate | 69.7% | 61.2%+8.5pp | 69.0%+0.7pp | 69.5%+0.2pp |
| Annual return | 23.44% | 28.93%-5.5pp | 71.31%-47.9pp | 81.00%-57.6pp |
| Employer contribution / active EE | $236 | $1,163-79.7% | $1,983-88.1% | $2,440-90.3% |
| Participant deferral / active EE | $1,544 | $2,394-35.5% | $3,239-52.3% | $3,607-57.2% |
| Admin fee / account holder | $12,150 | $4,569+165.9% | $6,101+99.2% | $5,124+137.1% |