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 | $77,640 | $60,892+27.5% | $82,389-5.8% | $84,808-8.5% |
| Participation rate | 69.8% | 63.3%+6.5pp | 69.5%+0.3pp | 68.3%+1.5pp |
| Annual return | 13.47% | 37.29%-23.8pp | 28.67%-15.2pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,530 | $1,779+42.2% | $2,517+0.5% | $2,631-3.8% |
| Participant deferral / active EE | $4,710 | $3,179+48.2% | $4,155+13.4% | $4,212+11.8% |
| Admin fee / account holder | $3,056 | $5,467-44.1% | $7,231-57.7% | $7,344-58.4% |