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 | $60,352 | $51,175+17.9% | $70,515-14.4% | $75,163-19.7% |
| Participation rate | 67.3% | 60.9%+6.4pp | 68.3%-1.0pp | 67.2%+0.1pp |
| Annual return | 14.09% | 30.02%-15.9pp | 32.77%-18.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $766 | $1,826-58.1% | $2,973-74.2% | $2,670-71.3% |
| Participant deferral / active EE | $2,215 | $2,849-22.3% | $4,567-51.5% | $4,125-46.3% |
| Admin fee / account holder | $7,342 | $4,091+79.5% | $6,412+14.5% | $5,651+29.9% |