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 | $55,382 | $65,365-15.3% | $92,893-40.4% | $72,985-24.1% |
| Participation rate | 69.0% | 68.3%+0.7pp | 76.0%-7.0pp | 69.5%-0.4pp |
| Annual return | 22.31% | 42.10%-19.8pp | 109.41%-87.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,183 | $2,594-15.9% | $3,653-40.2% | $2,440-10.5% |
| Participant deferral / active EE | $4,563 | $3,128+45.9% | $4,236+7.7% | $3,607+26.5% |
| Admin fee / account holder | $546 | $4,251-87.2% | $5,794-90.6% | $5,124-89.4% |