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 | $56,644 | $53,777+5.3% | $134,143-57.8% | $79,858-29.1% |
| Participation rate | 69.2% | 58.8%+10.5pp | 72.2%-2.9pp | 69.6%-0.4pp |
| Annual return | 18.75% | 19.01%-0.3pp | 36.33%-17.6pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,615 | $1,321+22.3% | $3,704-56.4% | $2,471-34.6% |
| Participant deferral / active EE | $3,316 | $2,420+37.0% | $3,499-5.2% | $3,740-11.3% |
| Admin fee / account holder | $1,949 | $3,984-51.1% | $6,684-70.8% | $5,306-63.3% |