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 | $69,008 | $66,098+4.4% | $101,794-32.2% | $74,304-7.1% |
| Participation rate | 63.0% | 53.8%+9.2pp | 69.2%-6.2pp | 60.3%+2.7pp |
| Annual return | 16.73% | 19.59%-2.9pp | 30.53%-13.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,039 | $1,082-3.9% | $2,289-54.6% | $2,241-53.6% |
| Participant deferral / active EE | $3,055 | $2,781+9.8% | $4,084-25.2% | $3,767-18.9% |
| Admin fee / account holder | $5,531 | $4,146+33.4% | $8,777-37.0% | $2,969+86.3% |