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 | $57,138 | $46,553+22.7% | $64,056-10.8% | $75,163-24.0% |
| Participation rate | 68.1% | 65.9%+2.1pp | 72.3%-4.2pp | 67.2%+0.9pp |
| Annual return | 15.54% | 26.03%-10.5pp | 33.69%-18.1pp | 160.62%-145.1pp |
| Employer contribution / active EE | $915 | $1,974-53.6% | $2,747-66.7% | $2,670-65.7% |
| Participant deferral / active EE | $2,666 | $2,837-6.0% | $3,880-31.3% | $4,125-35.4% |
| Admin fee / account holder | $3,683 | $2,952+24.8% | $3,068+20.0% | $5,651-34.8% |