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 | $60,267 | $54,541+10.5% | $78,778-23.5% | $70,131-14.1% |
| Participation rate | 58.4% | 60.8%-2.4pp | 69.2%-10.7pp | 69.5%-11.1pp |
| Annual return | 14.37% | 21.07%-6.7pp | 35.62%-21.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $975 | $1,089-10.4% | $1,986-50.9% | $2,342-58.4% |
| Participant deferral / active EE | $1,437 | $2,210-35.0% | $2,958-51.4% | $3,332-56.9% |
| Admin fee / account holder | $3,897 | $3,709+5.1% | $5,134-24.1% | $4,645-16.1% |