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 | $97,904 | $78,422+24.8% | $95,952+2.0% | $79,858+22.6% |
| Participation rate | 63.0% | 73.5%-10.5pp | 77.1%-14.1pp | 69.6%-6.7pp |
| Annual return | 13.44% | 19.37%-5.9pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,862 | $1,945-4.3% | $2,541-26.7% | $2,471-24.7% |
| Participant deferral / active EE | $4,713 | $3,440+37.0% | $4,167+13.1% | $3,740+26.0% |
| Admin fee / account holder | $6,814 | $5,622+21.2% | $6,795+0.3% | $5,306+28.4% |