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 | $73,454 | $64,480+13.9% | $81,382-9.7% | $80,856-9.2% |
| Participation rate | 67.2% | 63.9%+3.3pp | 69.5%-2.3pp | 67.6%-0.5pp |
| Annual return | 11.92% | 16.34%-4.4pp | 24.73%-12.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,300 | $1,978-34.3% | $2,463-47.2% | $2,755-52.8% |
| Participant deferral / active EE | $2,205 | $3,094-28.7% | $3,883-43.2% | $4,296-48.7% |
| Admin fee / account holder | $21,725 | $5,671+283.1% | $5,768+276.6% | $6,918+214.0% |