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 | $70,807 | $48,795+45.1% | $65,493+8.1% | $84,808-16.5% |
| Participation rate | 60.3% | 67.0%-6.7pp | 73.1%-12.8pp | 68.3%-8.0pp |
| Annual return | 15.45% | 20.20%-4.8pp | 982.45%-967.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,339 | $1,930-30.6% | $2,574-48.0% | $2,631-49.1% |
| Participant deferral / active EE | $3,835 | $2,928+30.9% | $3,961-3.2% | $4,212-9.0% |
| Admin fee / account holder | $4,625 | $3,877+19.3% | $5,028-8.0% | $7,344-37.0% |