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 | $82,815 | $76,552+8.2% | $123,892-33.2% | $62,891+31.7% |
| Participation rate | 68.8% | 73.0%-4.2pp | 81.4%-12.7pp | 69.3%-0.6pp |
| Annual return | 7.85% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,766 | $2,883-4.0% | $4,617-40.1% | $2,281+21.3% |
| Participant deferral / active EE | $5,018 | $4,840+3.7% | $5,984-16.1% | $3,203+56.7% |
| Admin fee / account holder | $644 | $4,826-86.7% | $8,357-92.3% | $4,296-85.0% |