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 | $45,569 | $62,573-27.2% | $85,682-46.8% | $85,850-46.9% |
| Participation rate | 66.7% | 61.1%+5.5pp | 69.9%-3.2pp | 69.3%-2.6pp |
| Annual return | 17.47% | 23.77%-6.3pp | 21.49%-4.0pp | 318.53%-301.1pp |
| Employer contribution / active EE | $3,109 | $1,757+77.0% | $2,618+18.7% | $2,565+21.2% |
| Participant deferral / active EE | $5,714 | $2,802+103.9% | $3,923+45.7% | $3,952+44.6% |
| Admin fee / account holder | $2,332 | $4,640-49.7% | $6,873-66.1% | $6,260-62.7% |