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 | $63,144 | $53,127+18.9% | $86,590-27.1% | $70,131-10.0% |
| Participation rate | 67.1% | 65.3%+1.8pp | 73.5%-6.5pp | 69.5%-2.5pp |
| Annual return | 13.08% | 27.66%-14.6pp | 964.84%-951.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,560 | $2,068-24.6% | $2,839-45.0% | $2,342-33.4% |
| Participant deferral / active EE | $2,627 | $2,696-2.6% | $3,609-27.2% | $3,332-21.2% |
| Admin fee / account holder | $6,226 | $3,585+73.7% | $4,906+26.9% | $4,645+34.0% |