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 | $88,885 | $63,861+39.2% | $104,607-15.0% | $79,858+11.3% |
| Participation rate | 67.2% | 64.9%+2.3pp | 74.1%-6.9pp | 69.6%-2.4pp |
| Annual return | 13.23% | 21.30%-8.1pp | 340.46%-327.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,681 | $1,588+5.8% | $2,681-37.3% | $2,471-32.0% |
| Participant deferral / active EE | $2,839 | $2,693+5.4% | $3,740-24.1% | $3,740-24.1% |
| Admin fee / account holder | $5,136 | $4,185+22.7% | $6,473-20.7% | $5,306-3.2% |