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 | $67,562 | $58,512+15.5% | $84,015-19.6% | $72,985-7.4% |
| Participation rate | 63.4% | 61.2%+2.2pp | 69.0%-5.6pp | 69.5%-6.1pp |
| Annual return | 20.85% | 28.93%-8.1pp | 71.31%-50.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,299 | $1,163+11.7% | $1,983-34.5% | $2,440-46.8% |
| Participant deferral / active EE | $2,798 | $2,394+16.9% | $3,239-13.6% | $3,607-22.4% |
| Admin fee / account holder | $1,054 | $4,569-76.9% | $6,101-82.7% | $5,124-79.4% |