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 | $65,223 | $49,915+30.7% | $154,803-57.9% | $74,304-12.2% |
| Participation rate | 67.5% | 54.0%+13.6pp | 78.1%-10.6pp | 60.3%+7.2pp |
| Annual return | 15.37% | 34.06%-18.7pp | 58.88%-43.5pp | 29.43%-14.1pp |
| Employer contribution / active EE | $906 | $1,611-43.8% | $4,305-79.0% | $2,241-59.6% |
| Participant deferral / active EE | $3,566 | $2,255+58.2% | $5,540-35.6% | $3,767-5.3% |
| Admin fee / account holder | $2,837 | $2,189+29.6% | $14,329-80.2% | $2,969-4.5% |