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 | $71,715 | $58,512+22.6% | $84,015-14.6% | $72,985-1.7% |
| Participation rate | 63.4% | 61.2%+2.2pp | 69.0%-5.6pp | 69.5%-6.1pp |
| Annual return | 19.59% | 28.93%-9.3pp | 71.31%-51.7pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,404 | $1,163+20.7% | $1,983-29.2% | $2,440-42.5% |
| Participant deferral / active EE | $2,125 | $2,394-11.2% | $3,239-34.4% | $3,607-41.1% |
| Admin fee / account holder | $829 | $4,569-81.9% | $6,101-86.4% | $5,124-83.8% |