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 | $63,427 | $59,839+6.0% | $81,983-22.6% | $79,858-20.6% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.2%-9.2pp | 69.6%-9.6pp |
| Annual return | 15.22% | 17.56%-2.3pp | 41.31%-26.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,137 | $1,713+24.7% | $2,498-14.5% | $2,471-13.5% |
| Participant deferral / active EE | $3,777 | $2,695+40.1% | $3,722+1.5% | $3,740+1.0% |
| Admin fee / account holder | $1,563 | $4,287-63.6% | $5,664-72.4% | $5,306-70.6% |