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 | $75,242 | $63,861+17.8% | $104,607-28.1% | $79,858-5.8% |
| Participation rate | 61.8% | 64.9%-3.1pp | 74.1%-12.3pp | 69.6%-7.8pp |
| Annual return | 11.93% | 21.30%-9.4pp | 340.46%-328.5pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,627 | $1,588+2.4% | $2,681-39.3% | $2,471-34.1% |
| Participant deferral / active EE | $3,212 | $2,693+19.2% | $3,740-14.1% | $3,740-14.1% |
| Admin fee / account holder | $6,511 | $4,185+55.6% | $6,473+0.6% | $5,306+22.7% |