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 | $67,494 | $48,795+38.3% | $65,493+3.1% | $84,808-20.4% |
| Participation rate | 65.9% | 67.0%-1.1pp | 73.1%-7.2pp | 68.3%-2.4pp |
| Annual return | 15.66% | 20.20%-4.5pp | 982.45%-966.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,980 | $1,930+2.6% | $2,574-23.1% | $2,631-24.7% |
| Participant deferral / active EE | $4,219 | $2,928+44.1% | $3,961+6.5% | $4,212+0.2% |
| Admin fee / account holder | $1,122 | $3,877-71.0% | $5,028-77.7% | $7,344-84.7% |