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 | $62,410 | $56,053+11.3% | $75,972-17.9% | $80,856-22.8% |
| Participation rate | 67.7% | 62.0%+5.7pp | 69.1%-1.3pp | 67.6%+0.1pp |
| Annual return | 12.80% | 20.53%-7.7pp | 359.55%-346.7pp | 35.59%-22.8pp |
| Employer contribution / active EE | $774 | $1,874-58.7% | $2,685-71.2% | $2,755-71.9% |
| Participant deferral / active EE | $2,501 | $3,052-18.0% | $4,255-41.2% | $4,296-41.8% |
| Admin fee / account holder | $2,029 | $5,234-61.2% | $6,467-68.6% | $6,918-70.7% |