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 | $67,108 | $68,719-2.3% | $91,541-26.7% | $84,808-20.9% |
| Participation rate | 68.6% | 64.5%+4.1pp | 69.8%-1.2pp | 68.3%+0.3pp |
| Annual return | 13.11% | 19.12%-6.0pp | 20.50%-7.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,888 | $1,920+102.5% | $2,505+55.2% | $2,631+47.8% |
| Participant deferral / active EE | $6,459 | $3,136+106.0% | $4,008+61.2% | $4,212+53.4% |
| Admin fee / account holder | $17,134 | $5,786+196.1% | $6,956+146.3% | $7,344+133.3% |