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 | $73,745 | $69,454+6.2% | $180,183-59.1% | $74,304-0.8% |
| Participation rate | 67.6% | 61.8%+5.8pp | 77.4%-9.8pp | 60.3%+7.2pp |
| Annual return | 14.84% | 25.86%-11.0pp | 27.86%-13.0pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,133 | $3,155-32.4% | $5,039-57.7% | $2,241-4.8% |
| Participant deferral / active EE | $5,053 | $4,662+8.4% | $6,822-25.9% | $3,767+34.1% |
| Admin fee / account holder | $3,361 | $3,036+10.7% | $19,975-83.2% | $2,969+13.2% |