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 | $58,943 | $54,541+8.1% | $78,778-25.2% | $70,131-16.0% |
| Participation rate | 65.5% | 60.8%+4.7pp | 69.2%-3.7pp | 69.5%-4.0pp |
| Annual return | 14.47% | 21.07%-6.6pp | 35.62%-21.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $721 | $1,089-33.8% | $1,986-63.7% | $2,342-69.2% |
| Participant deferral / active EE | $1,786 | $2,210-19.2% | $2,958-39.6% | $3,332-46.4% |
| Admin fee / account holder | $6,006 | $3,709+61.9% | $5,134+17.0% | $4,645+29.3% |