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 | $83,452 | $58,512+42.6% | $84,015-0.7% | $72,985+14.3% |
| Participation rate | 69.7% | 61.2%+8.5pp | 69.0%+0.7pp | 69.5%+0.2pp |
| Annual return | 22.14% | 28.93%-6.8pp | 71.31%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,492 | $1,163+28.3% | $1,983-24.8% | $2,440-38.9% |
| Participant deferral / active EE | $3,909 | $2,394+63.3% | $3,239+20.7% | $3,607+8.4% |
| Admin fee / account holder | $781 | $4,569-82.9% | $6,101-87.2% | $5,124-84.8% |