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 | $71,012 | $76,552-7.2% | $123,892-42.7% | $62,891+12.9% |
| Participation rate | 69.4% | 73.0%-3.6pp | 81.4%-12.0pp | 69.3%+0.1pp |
| Annual return | 7.56% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,541 | $2,883-11.8% | $4,617-45.0% | $2,281+11.4% |
| Participant deferral / active EE | $5,016 | $4,840+3.6% | $5,984-16.2% | $3,203+56.6% |
| Admin fee / account holder | $11,004 | $4,826+128.0% | $8,357+31.7% | $4,296+156.2% |