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 | $57,609 | $53,018+8.7% | $70,014-17.7% | $62,891-8.4% |
| Participation rate | 67.2% | 67.2%0pp | 71.8%-4.6pp | 69.3%-2.1pp |
| Annual return | 12.95% | 13.35%-0.4pp | 12.99%0pp | 20.14%-7.2pp |
| Employer contribution / active EE | $1,297 | $1,799-27.9% | $2,338-44.5% | $2,281-43.1% |
| Participant deferral / active EE | $2,169 | $2,395-9.4% | $2,931-26.0% | $3,203-32.3% |
| Admin fee / account holder | $3,735 | $3,690+1.2% | $4,380-14.7% | $4,296-13.1% |