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 | $63,367 | $62,127+2.0% | $81,382-22.1% | $74,495-14.9% |
| Participation rate | 64.0% | 64.0%0pp | 69.5%-5.4pp | 67.2%-3.2pp |
| Annual return | 13.91% | 16.48%-2.6pp | 24.73%-10.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $805 | $1,882-57.3% | $2,463-67.3% | $2,623-69.3% |
| Participant deferral / active EE | $2,126 | $3,229-34.2% | $3,883-45.2% | $4,346-51.1% |
| Admin fee / account holder | $8,267 | $1,934+327.4% | $5,768+43.3% | $1,942+325.8% |