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 | $63,075 | $54,541+15.6% | $78,778-19.9% | $70,131-10.1% |
| Participation rate | 63.5% | 60.8%+2.7pp | 69.2%-5.7pp | 69.5%-6.0pp |
| Annual return | 15.78% | 21.07%-5.3pp | 35.62%-19.8pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,804 | $1,089+65.7% | $1,986-9.1% | $2,342-23.0% |
| Participant deferral / active EE | $2,951 | $2,210+33.5% | $2,958-0.3% | $3,332-11.4% |
| Admin fee / account holder | $1,214 | $3,709-67.3% | $5,134-76.4% | $4,645-73.9% |