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 | $75,097 | $53,127+41.4% | $86,590-13.3% | $70,131+7.1% |
| Participation rate | 68.4% | 65.3%+3.1pp | 73.5%-5.1pp | 69.5%-1.1pp |
| Annual return | 16.40% | 27.66%-11.3pp | 964.84%-948.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,108 | $2,068-46.4% | $2,839-61.0% | $2,342-52.7% |
| Participant deferral / active EE | $3,385 | $2,696+25.6% | $3,609-6.2% | $3,332+1.6% |
| Admin fee / account holder | $564 | $3,585-84.3% | $4,906-88.5% | $4,645-87.9% |