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 | $77,049 | $57,016+35.1% | $84,966-9.3% | $80,856-4.7% |
| Participation rate | 63.0% | 56.3%+6.6pp | 67.5%-4.5pp | 67.6%-4.7pp |
| Annual return | 11.45% | 21.66%-10.2pp | 66.38%-54.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,853 | $1,798+3.1% | $2,727-32.1% | $2,755-32.7% |
| Participant deferral / active EE | $3,413 | $3,110+9.8% | $4,519-24.5% | $4,296-20.5% |
| Admin fee / account holder | $2,111 | $4,980-57.6% | $6,149-65.7% | $6,918-69.5% |