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 | $80,587 | $58,512+37.7% | $84,015-4.1% | $72,985+10.4% |
| Participation rate | 65.0% | 61.2%+3.8pp | 69.0%-4.0pp | 69.5%-4.5pp |
| Annual return | 19.14% | 28.93%-9.8pp | 71.31%-52.2pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,230 | $1,163+5.8% | $1,983-38.0% | $2,440-49.6% |
| Participant deferral / active EE | $2,808 | $2,394+17.3% | $3,239-13.3% | $3,607-22.2% |
| Admin fee / account holder | $10,485 | $4,569+129.5% | $6,101+71.9% | $5,124+104.6% |