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 | $162,565 | $80,968+100.8% | $96,544+68.4% | $75,163+116.3% |
| Participation rate | 68.6% | 71.8%-3.2pp | 76.0%-7.4pp | 67.2%+1.4pp |
| Annual return | 15.81% | 27.06%-11.3pp | 25.84%-10.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,030 | $2,282-11.0% | $2,965-31.5% | $2,670-24.0% |
| Participant deferral / active EE | $4,813 | $3,928+22.5% | $4,851-0.8% | $4,125+16.7% |
| Admin fee / account holder | $5,231 | $6,724-22.2% | $8,252-36.6% | $5,651-7.4% |