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 | $87,861 | $74,927+17.3% | $101,794-13.7% | $84,808+3.6% |
| Participation rate | 58.1% | 61.4%-3.3pp | 69.2%-11.1pp | 68.3%-10.2pp |
| Annual return | 19.65% | 18.70%+0.9pp | 30.53%-10.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $804 | $1,522-47.2% | $2,289-64.9% | $2,631-69.4% |
| Participant deferral / active EE | $3,433 | $3,099+10.8% | $4,084-15.9% | $4,212-18.5% |
| Admin fee / account holder | $6,015 | $6,514-7.7% | $8,777-31.5% | $7,344-18.1% |