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 | $53,793 | $51,576+4.3% | $129,207-58.4% | $80,856-33.5% |
| Participation rate | 67.1% | 57.0%+10.1pp | 69.6%-2.5pp | 67.6%-0.6pp |
| Annual return | 13.03% | 20.81%-7.8pp | 9417.33%-9404.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,806 | $1,584+14.1% | $4,153-56.5% | $2,755-34.4% |
| Participant deferral / active EE | $3,673 | $2,669+37.6% | $4,168-11.9% | $4,296-14.5% |
| Admin fee / account holder | $4,803 | $4,305+11.6% | $7,715-37.7% | $6,918-30.6% |