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 | $72,235 | $58,512+23.5% | $84,015-14.0% | $72,985-1.0% |
| Participation rate | 66.3% | 61.2%+5.0pp | 69.0%-2.8pp | 69.5%-3.2pp |
| Annual return | 20.79% | 28.93%-8.1pp | 71.31%-50.5pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,013 | $1,163+73.1% | $1,983+1.5% | $2,440-17.5% |
| Participant deferral / active EE | $3,777 | $2,394+57.8% | $3,239+16.6% | $3,607+4.7% |
| Admin fee / account holder | $1,034 | $4,569-77.4% | $6,101-83.1% | $5,124-79.8% |