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 | $56,503 | $52,580+7.5% | $71,671-21.2% | $70,131-19.4% |
| Participation rate | 64.3% | 60.9%+3.4pp | 68.7%-4.5pp | 69.5%-5.3pp |
| Annual return | 15.56% | 20.25%-4.7pp | 20.65%-5.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,396 | $1,616-13.6% | $2,460-43.2% | $2,342-40.4% |
| Participant deferral / active EE | $2,680 | $2,386+12.3% | $3,438-22.1% | $3,332-19.6% |
| Admin fee / account holder | $6,373 | $3,653+74.5% | $5,558+14.7% | $4,645+37.2% |