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 | $50,850 | $57,541-11.6% | $95,745-46.9% | $75,163-32.3% |
| Participation rate | 61.8% | 62.5%-0.7pp | 72.3%-10.5pp | 67.2%-5.4pp |
| Annual return | 15.56% | 34.93%-19.4pp | 28.35%-12.8pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,409 | $1,808-22.0% | $2,835-50.3% | $2,670-47.2% |
| Participant deferral / active EE | $3,556 | $3,074+15.7% | $4,245-16.2% | $4,125-13.8% |
| Admin fee / account holder | $733 | $4,099-82.1% | $5,678-87.1% | $5,651-87.0% |