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 | $70,998 | $53,777+32.0% | $134,143-47.1% | $79,858-11.1% |
| Participation rate | 69.4% | 58.8%+10.6pp | 72.2%-2.8pp | 69.6%-0.3pp |
| Annual return | 18.39% | 19.01%-0.6pp | 36.33%-17.9pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,699 | $1,321+28.6% | $3,704-54.1% | $2,471-31.2% |
| Participant deferral / active EE | $3,079 | $2,420+27.2% | $3,499-12.0% | $3,740-17.7% |
| Admin fee / account holder | $10,256 | $3,984+157.4% | $6,684+53.4% | $5,306+93.3% |