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 | $67,572 | $49,915+35.4% | $154,803-56.3% | $74,304-9.1% |
| Participation rate | 64.0% | 54.0%+10.0pp | 78.1%-14.1pp | 60.3%+3.7pp |
| Annual return | 16.70% | 34.06%-17.4pp | 58.88%-42.2pp | 29.43%-12.7pp |
| Employer contribution / active EE | $2,588 | $1,611+60.6% | $4,305-39.9% | $2,241+15.5% |
| Participant deferral / active EE | $4,727 | $2,255+109.7% | $5,540-14.7% | $3,767+25.5% |
| Admin fee / account holder | $2,801 | $2,189+28.0% | $14,329-80.5% | $2,969-5.6% |