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 | $60,538 | $46,072+31.4% | $70,014-13.5% | $55,167+9.7% |
| Participation rate | 67.6% | 67.5%+0.1pp | 71.8%-4.2pp | 69.0%-1.4pp |
| Annual return | 6.83% | 8.68%-1.8pp | 12.99%-6.2pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,631 | $1,500+8.7% | $2,338-30.3% | $1,963-16.9% |
| Participant deferral / active EE | $3,253 | $2,344+38.8% | $2,931+11.0% | $3,054+6.5% |
| Admin fee / account holder | $2,253 | $428+426.8% | $4,380-48.6% | $504+347.1% |