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 | $69,069 | $66,098+4.5% | $101,794-32.1% | $74,304-7.0% |
| Participation rate | 39.4% | 53.8%-14.3pp | 69.2%-29.8pp | 60.3%-20.9pp |
| Annual return | 20.29% | 19.59%+0.7pp | 30.53%-10.2pp | 29.43%-9.1pp |
| Employer contribution / active EE | $2,488 | $1,082+130.0% | $2,289+8.7% | $2,241+11.0% |
| Participant deferral / active EE | $4,221 | $2,781+51.8% | $4,084+3.3% | $3,767+12.0% |
| Admin fee / account holder | $3,336 | $4,146-19.5% | $8,777-62.0% | $2,969+12.4% |