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 | $73,840 | $48,364+52.7% | $71,796+2.8% | $62,891+17.4% |
| Participation rate | 67.9% | 60.6%+7.3pp | 69.1%-1.2pp | 69.3%-1.4pp |
| Annual return | 8.15% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,121 | $1,042+7.6% | $1,924-41.7% | $2,281-50.8% |
| Participant deferral / active EE | $3,916 | $2,091+87.3% | $2,794+40.1% | $3,203+22.3% |
| Admin fee / account holder | $4,202 | $3,771+11.4% | $4,815-12.7% | $4,296-2.2% |