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 | $62,396 | $58,512+6.6% | $84,015-25.7% | $72,985-14.5% |
| Participation rate | 64.7% | 61.2%+3.5pp | 69.0%-4.3pp | 69.5%-4.8pp |
| Annual return | 20.89% | 28.93%-8.0pp | 71.31%-50.4pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,287 | $1,163+96.7% | $1,983+15.3% | $2,440-6.3% |
| Participant deferral / active EE | $5,150 | $2,394+115.1% | $3,239+59.0% | $3,607+42.8% |
| Admin fee / account holder | $8,171 | $4,569+78.8% | $6,101+33.9% | $5,124+59.5% |