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 | $68,805 | $61,605+11.7% | $112,229-38.7% | $75,163-8.5% |
| Participation rate | 67.6% | 61.7%+5.9pp | 72.4%-4.9pp | 67.2%+0.4pp |
| Annual return | 13.31% | 28.47%-15.2pp | 30.20%-16.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $921 | $2,015-54.3% | $3,430-73.1% | $2,670-65.5% |
| Participant deferral / active EE | $1,644 | $3,108-47.1% | $4,798-65.7% | $4,125-60.2% |
| Admin fee / account holder | $3,054 | $4,862-37.2% | $7,748-60.6% | $5,651-46.0% |