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 | $62,565 | $54,762+14.2% | $90,281-30.7% | $72,985-14.3% |
| Participation rate | 65.4% | 65.1%+0.2pp | 73.3%-7.9pp | 69.5%-4.1pp |
| Annual return | 25.48% | 30.63%-5.2pp | 78.10%-52.6pp | 81.00%-55.5pp |
| Employer contribution / active EE | $700 | $2,092-66.6% | $2,854-75.5% | $2,440-71.3% |
| Participant deferral / active EE | $3,756 | $2,887+30.1% | $3,885-3.3% | $3,607+4.1% |
| Admin fee / account holder | $5,014 | $3,972+26.2% | $5,351-6.3% | $5,124-2.2% |