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 | $79,463 | $66,098+20.2% | $101,794-21.9% | $74,304+6.9% |
| Participation rate | 62.1% | 53.8%+8.4pp | 69.2%-7.0pp | 60.3%+1.8pp |
| Annual return | 13.54% | 19.59%-6.0pp | 30.53%-17.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $1,879 | $1,082+73.7% | $2,289-17.9% | $2,241-16.2% |
| Participant deferral / active EE | $3,646 | $2,781+31.1% | $4,084-10.7% | $3,767-3.2% |
| Admin fee / account holder | $5,223 | $4,146+26.0% | $8,777-40.5% | $2,969+75.9% |