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 | $76,340 | $58,512+30.5% | $84,015-9.1% | $72,985+4.6% |
| Participation rate | 59.1% | 61.2%-2.1pp | 69.0%-9.9pp | 69.5%-10.3pp |
| Annual return | 17.83% | 28.93%-11.1pp | 71.31%-53.5pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,153 | $1,163-0.9% | $1,983-41.9% | $2,440-52.8% |
| Participant deferral / active EE | $3,748 | $2,394+56.6% | $3,239+15.7% | $3,607+3.9% |
| Admin fee / account holder | $2,898 | $4,569-36.6% | $6,101-52.5% | $5,124-43.4% |