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 | $66,997 | $77,899-14.0% | $149,673-55.2% | $75,163-10.9% |
| Participation rate | 68.2% | 65.6%+2.6pp | 78.8%-10.6pp | 67.2%+1.0pp |
| Annual return | 16.56% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,867 | $3,137-40.5% | $4,818-61.2% | $2,670-30.1% |
| Participant deferral / active EE | $5,072 | $3,411+48.7% | $5,680-10.7% | $4,125+22.9% |
| Admin fee / account holder | $5,679 | $5,956-4.7% | $13,210-57.0% | $5,651+0.5% |