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 | $74,537 | $65,365+14.0% | $92,893-19.8% | $72,985+2.1% |
| Participation rate | 46.7% | 68.3%-21.6pp | 76.0%-29.3pp | 69.5%-22.8pp |
| Annual return | 21.22% | 42.10%-20.9pp | 109.41%-88.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,586 | $2,594-38.9% | $3,653-56.6% | $2,440-35.0% |
| Participant deferral / active EE | $2,672 | $3,128-14.6% | $4,236-36.9% | $3,607-25.9% |
| Admin fee / account holder | $3,524 | $4,251-17.1% | $5,794-39.2% | $5,124-31.2% |