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 | $71,478 | $63,764+12.1% | $81,930-12.8% | $79,858-10.5% |
| Participation rate | 55.6% | 67.5%-11.9pp | 72.0%-16.4pp | 69.6%-14.1pp |
| Annual return | 11.76% | 22.66%-10.9pp | 29.49%-17.7pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,486 | $1,795-17.2% | $4,310-65.5% | $2,471-39.9% |
| Participant deferral / active EE | $3,042 | $2,780+9.4% | $7,107-57.2% | $3,740-18.7% |
| Admin fee / account holder | $4,927 | $4,426+11.3% | $5,158-4.5% | $5,306-7.2% |