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 | $58,422 | $53,777+8.6% | $134,143-56.4% | $79,858-26.8% |
| Participation rate | 61.3% | 58.8%+2.5pp | 72.2%-10.9pp | 69.6%-8.3pp |
| Annual return | 16.63% | 19.01%-2.4pp | 36.33%-19.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $840 | $1,321-36.5% | $3,704-77.3% | $2,471-66.0% |
| Participant deferral / active EE | $3,489 | $2,420+44.2% | $3,499-0.3% | $3,740-6.7% |
| Admin fee / account holder | $740 | $3,984-81.4% | $6,684-88.9% | $5,306-86.1% |