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 | $55,789 | $53,777+3.7% | $134,143-58.4% | $79,858-30.1% |
| Participation rate | 61.1% | 58.8%+2.3pp | 72.2%-11.1pp | 69.6%-8.5pp |
| Annual return | 13.36% | 19.01%-5.6pp | 36.33%-23.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,106 | $1,321-16.3% | $3,704-70.1% | $2,471-55.2% |
| Participant deferral / active EE | $1,611 | $2,420-33.4% | $3,499-54.0% | $3,740-56.9% |
| Admin fee / account holder | $1,896 | $3,984-52.4% | $6,684-71.6% | $5,306-64.3% |