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 | $48,552 | $54,762-11.3% | $90,281-46.2% | $72,985-33.5% |
| Participation rate | 66.1% | 65.1%+1.0pp | 73.3%-7.1pp | 69.5%-3.4pp |
| Annual return | 41.12% | 30.63%+10.5pp | 78.10%-37.0pp | 81.00%-39.9pp |
| Employer contribution / active EE | $3,644 | $2,092+74.1% | $2,854+27.6% | $2,440+49.3% |
| Participant deferral / active EE | $8,852 | $2,887+206.6% | $3,885+127.8% | $3,607+145.4% |
| Admin fee / account holder | $1,239 | $3,972-68.8% | $5,351-76.8% | $5,124-75.8% |