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 | $75,155 | $73,933+1.7% | $96,683-22.3% | $75,1630% |
| Participation rate | 68.4% | 66.4%+2.0pp | 74.3%-5.9pp | 67.2%+1.2pp |
| Annual return | 16.78% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,659 | $2,928-43.3% | $3,737-55.6% | $2,670-37.9% |
| Participant deferral / active EE | $2,553 | $3,659-30.2% | $4,878-47.7% | $4,125-38.1% |
| Admin fee / account holder | $1,252 | $5,216-76.0% | $6,730-81.4% | $5,651-77.8% |