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 | $71,178 | $58,512+21.6% | $84,015-15.3% | $72,985-2.5% |
| Participation rate | 65.0% | 61.2%+3.8pp | 69.0%-4.0pp | 69.5%-4.5pp |
| Annual return | 27.16% | 28.93%-1.8pp | 71.31%-44.1pp | 81.00%-53.8pp |
| Employer contribution / active EE | $1,504 | $1,163+29.3% | $1,983-24.2% | $2,440-38.4% |
| Participant deferral / active EE | $5,738 | $2,394+139.7% | $3,239+77.2% | $3,607+59.1% |
| Admin fee / account holder | $4,872 | $4,569+6.6% | $6,101-20.1% | $5,124-4.9% |