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 | $82,855 | $46,869+76.8% | $122,332-32.3% | $70,131+18.1% |
| Participation rate | 68.7% | 58.2%+10.5pp | 71.6%-3.0pp | 69.5%-0.9pp |
| Annual return | 13.27% | 24.22%-10.9pp | 30.27%-17.0pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,419 | $1,288+10.2% | $4,050-65.0% | $2,342-39.4% |
| Participant deferral / active EE | $2,179 | $2,166+0.6% | $3,287-33.7% | $3,332-34.6% |
| Admin fee / account holder | $1,729 | $3,322-48.0% | $5,478-68.4% | $4,645-62.8% |