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 | $53,158 | $50,385+5.5% | $75,670-29.7% | $62,292-14.7% |
| Participation rate | 66.1% | 67.7%-1.6pp | 72.3%-6.3pp | 69.5%-3.4pp |
| Annual return | 21.41% | 19.90%+1.5pp | 27.34%-5.9pp | 28.90%-7.5pp |
| Employer contribution / active EE | $1,936 | $1,537+26.0% | $2,352-17.7% | $2,042-5.2% |
| Participant deferral / active EE | $3,462 | $2,445+41.6% | $3,142+10.2% | $3,169+9.2% |
| Admin fee / account holder | $451 | $384+17.4% | $5,800-92.2% | $479-5.9% |