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 | $58,007 | $58,512-0.9% | $84,015-31.0% | $72,985-20.5% |
| Participation rate | 63.2% | 61.2%+1.9pp | 69.0%-5.9pp | 69.5%-6.3pp |
| Annual return | 19.69% | 28.93%-9.2pp | 71.31%-51.6pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,445 | $1,163+24.2% | $1,983-27.2% | $2,440-40.8% |
| Participant deferral / active EE | $3,094 | $2,394+29.3% | $3,239-4.5% | $3,607-14.2% |
| Admin fee / account holder | $888 | $4,569-80.6% | $6,101-85.4% | $5,124-82.7% |