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 | $70,379 | $59,101+19.1% | $77,163-8.8% | $75,163-6.4% |
| Participation rate | 66.7% | 63.9%+2.8pp | 69.6%-2.9pp | 67.2%-0.5pp |
| Annual return | 20.43% | 26.71%-6.3pp | 37.87%-17.4pp | 160.62%-140.2pp |
| Employer contribution / active EE | $1,848 | $1,995-7.4% | $2,535-27.1% | $2,670-30.8% |
| Participant deferral / active EE | $3,595 | $2,999+19.9% | $3,833-6.2% | $4,125-12.9% |
| Admin fee / account holder | $1,303 | $4,774-72.7% | $5,472-76.2% | $5,651-76.9% |