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 | $56,621 | $53,777+5.3% | $134,143-57.8% | $79,858-29.1% |
| Participation rate | 61.8% | 58.8%+3.0pp | 72.2%-10.4pp | 69.6%-7.9pp |
| Annual return | 13.37% | 19.01%-5.6pp | 36.33%-23.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $892 | $1,321-32.5% | $3,704-75.9% | $2,471-63.9% |
| Participant deferral / active EE | $2,427 | $2,420+0.3% | $3,499-30.6% | $3,740-35.1% |
| Admin fee / account holder | $713 | $3,984-82.1% | $6,684-89.3% | $5,306-86.6% |