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 | $58,139 | $57,016+2.0% | $84,966-31.6% | $80,856-28.1% |
| Participation rate | 66.7% | 56.3%+10.3pp | 67.5%-0.8pp | 67.6%-1.0pp |
| Annual return | 16.26% | 21.66%-5.4pp | 66.38%-50.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,386 | $1,798+32.7% | $2,727-12.5% | $2,755-13.4% |
| Participant deferral / active EE | $3,864 | $3,110+24.3% | $4,519-14.5% | $4,296-10.0% |
| Admin fee / account holder | $4,375 | $4,980-12.2% | $6,149-28.8% | $6,918-36.8% |