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 | $87,857 | $65,041+35.1% | $90,951-3.4% | $79,858+10.0% |
| Participation rate | 62.2% | 61.6%+0.6pp | 69.0%-6.8pp | 69.6%-7.4pp |
| Annual return | 12.31% | 30.45%-18.1pp | 134.60%-122.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $598 | $1,247-52.0% | $2,122-71.8% | $2,471-75.8% |
| Participant deferral / active EE | $2,241 | $2,512-10.8% | $3,373-33.6% | $3,740-40.1% |
| Admin fee / account holder | $3,282 | $4,536-27.6% | $5,959-44.9% | $5,306-38.1% |