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 | $66,234 | $64,324+3.0% | $118,925-44.3% | $79,858-17.1% |
| Participation rate | 66.7% | 64.9%+1.8pp | 75.4%-8.7pp | 69.6%-3.0pp |
| Annual return | 16.71% | 86.45%-69.7pp | 35.88%-19.2pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,200 | $1,836-34.7% | $3,263-63.2% | $2,471-51.4% |
| Participant deferral / active EE | $2,241 | $2,824-20.6% | $4,265-47.4% | $3,740-40.1% |
| Admin fee / account holder | $1,026 | $4,040-74.6% | $6,581-84.4% | $5,306-80.7% |