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 | $65,553 | $57,541+13.9% | $95,745-31.5% | $75,163-12.8% |
| Participation rate | 65.7% | 62.5%+3.2pp | 72.3%-6.6pp | 67.2%-1.5pp |
| Annual return | 23.92% | 34.93%-11.0pp | 28.35%-4.4pp | 160.62%-136.7pp |
| Employer contribution / active EE | $1,562 | $1,808-13.6% | $2,835-44.9% | $2,670-41.5% |
| Participant deferral / active EE | $3,809 | $3,074+23.9% | $4,245-10.3% | $4,125-7.7% |
| Admin fee / account holder | $17,106 | $4,099+317.4% | $5,678+201.3% | $5,651+202.7% |