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 | $81,706 | $73,933+10.5% | $96,683-15.5% | $75,163+8.7% |
| Participation rate | 52.6% | 66.4%-13.8pp | 74.3%-21.7pp | 67.2%-14.6pp |
| Annual return | 14.40% | 26.70%-12.3pp | 35.69%-21.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,884 | $2,928-35.6% | $3,737-49.6% | $2,670-29.4% |
| Participant deferral / active EE | $4,782 | $3,659+30.7% | $4,878-2.0% | $4,125+15.9% |
| Admin fee / account holder | $637 | $5,216-87.8% | $6,730-90.5% | $5,651-88.7% |