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 | $41,914 | $69,515-39.7% | $86,874-51.8% | $85,850-51.2% |
| Participation rate | 66.7% | 66.3%+0.3pp | 71.6%-5.0pp | 69.3%-2.6pp |
| Annual return | 37.61% | 20.12%+17.5pp | 63.52%-25.9pp | 318.53%-280.9pp |
| Employer contribution / active EE | $2,255 | $1,880+19.9% | $2,495-9.6% | $2,565-12.1% |
| Participant deferral / active EE | $4,772 | $2,919+63.5% | $3,699+29.0% | $3,952+20.8% |
| Admin fee / account holder | $5,885 | $5,972-1.5% | $5,828+1.0% | $6,260-6.0% |