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 | $57,186 | $53,516+6.9% | $126,539-54.8% | $84,808-32.6% |
| Participation rate | 61.3% | 58.2%+3.0pp | 69.8%-8.5pp | 68.3%-7.0pp |
| Annual return | 15.84% | 58.34%-42.5pp | 425.95%-410.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,597 | $1,535+4.1% | $3,674-56.5% | $2,631-39.3% |
| Participant deferral / active EE | $2,873 | $2,671+7.6% | $4,083-29.6% | $4,212-31.8% |
| Admin fee / account holder | $3,552 | $4,497-21.0% | $6,065-41.4% | $7,344-51.6% |