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 | $74,306 | $71,050+4.6% | $93,606-20.6% | $80,856-8.1% |
| Participation rate | 69.9% | 60.4%+9.5pp | 68.7%+1.1pp | 67.6%+2.2pp |
| Annual return | 13.46% | 11.26%+2.2pp | 133.20%-119.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $565 | $1,564-63.9% | $2,420-76.7% | $2,755-79.5% |
| Participant deferral / active EE | $4,422 | $4,034+9.6% | $4,411+0.2% | $4,296+2.9% |
| Admin fee / account holder | $775 | $6,945-88.8% | $8,285-90.6% | $6,918-88.8% |