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 | $64,344 | $52,580+22.4% | $71,671-10.2% | $70,131-8.3% |
| Participation rate | 64.9% | 60.9%+4.0pp | 68.7%-3.9pp | 69.5%-4.7pp |
| Annual return | 16.46% | 20.25%-3.8pp | 20.65%-4.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,858 | $1,616+15.0% | $2,460-24.5% | $2,342-20.7% |
| Participant deferral / active EE | $5,227 | $2,386+119.1% | $3,438+52.0% | $3,332+56.9% |
| Admin fee / account holder | $892 | $3,653-75.6% | $5,558-84.0% | $4,645-80.8% |