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 | $68,654 | $53,777+27.7% | $134,143-48.8% | $79,858-14.0% |
| Participation rate | 60.8% | 58.8%+2.0pp | 72.2%-11.4pp | 69.6%-8.9pp |
| Annual return | 18.38% | 19.01%-0.6pp | 36.33%-17.9pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,332 | $1,321+0.8% | $3,704-64.0% | $2,471-46.1% |
| Participant deferral / active EE | $2,363 | $2,420-2.4% | $3,499-32.5% | $3,740-36.8% |
| Admin fee / account holder | $7,225 | $3,984+81.3% | $6,684+8.1% | $5,306+36.2% |