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 | $70,579 | $48,364+45.9% | $71,796-1.7% | $62,891+12.2% |
| Participation rate | 67.7% | 60.6%+7.1pp | 69.1%-1.4pp | 69.3%-1.6pp |
| Annual return | 7.49% | 13.16%-5.7pp | 78.04%-70.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $797 | $1,042-23.5% | $1,924-58.6% | $2,281-65.1% |
| Participant deferral / active EE | $2,645 | $2,091+26.5% | $2,794-5.4% | $3,203-17.4% |
| Admin fee / account holder | $5,098 | $3,771+35.2% | $4,815+5.9% | $4,296+18.7% |