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 | $62,330 | $58,208+7.1% | $81,812-23.8% | $80,856-22.9% |
| Participation rate | 62.0% | 63.4%-1.4pp | 72.3%-10.3pp | 67.6%-5.6pp |
| Annual return | 13.16% | 41.66%-28.5pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $604 | $2,340-74.2% | $2,912-79.2% | $2,755-78.1% |
| Participant deferral / active EE | $1,814 | $3,281-44.7% | $4,319-58.0% | $4,296-57.8% |
| Admin fee / account holder | $5,618 | $4,981+12.8% | $7,386-23.9% | $6,918-18.8% |