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 | $74,300 | $59,263+25.4% | $96,562-23.1% | $79,386-6.4% |
| Participation rate | 63.6% | 61.9%+1.7pp | 69.8%-6.2pp | 70.7%-7.1pp |
| Annual return | 17.55% | 27.07%-9.5pp | 37.78%-20.2pp | 116.85%-99.3pp |
| Employer contribution / active EE | $1,380 | $1,216+13.6% | $2,356-41.4% | $2,427-43.1% |
| Participant deferral / active EE | $3,127 | $2,948+6.1% | $3,849-18.8% | $4,046-22.7% |
| Admin fee / account holder | $2,632 | $658+299.7% | $6,181-57.4% | $626+320.2% |