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 | $77,451 | $93,571-17.2% | $135,903-43.0% | $75,163+3.0% |
| Participation rate | 68.9% | 75.2%-6.3pp | 81.9%-13.0pp | 67.2%+1.7pp |
| Annual return | 20.18% | 30.90%-10.7pp | 68.23%-48.0pp | 160.62%-140.4pp |
| Employer contribution / active EE | $3,150 | $3,537-10.9% | $4,856-35.1% | $2,670+18.0% |
| Participant deferral / active EE | $9,061 | $6,404+41.5% | $7,758+16.8% | $4,125+119.6% |
| Admin fee / account holder | $12,050 | $6,975+72.7% | $10,762+12.0% | $5,651+113.2% |