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 | $60,570 | $58,512+3.5% | $84,015-27.9% | $72,985-17.0% |
| Participation rate | 68.5% | 61.2%+7.3pp | 69.0%-0.5pp | 69.5%-0.9pp |
| Annual return | 22.17% | 28.93%-6.8pp | 71.31%-49.1pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,151 | $1,163-1.0% | $1,983-42.0% | $2,440-52.8% |
| Participant deferral / active EE | $2,051 | $2,394-14.3% | $3,239-36.7% | $3,607-43.2% |
| Admin fee / account holder | $10,012 | $4,569+119.1% | $6,101+64.1% | $5,124+95.4% |