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 | $27,375 | $75,963-64.0% | $97,995-72.1% | $70,131-61.0% |
| Participation rate | 67.3% | 77.0%-9.6pp | 82.4%-15.0pp | 69.5%-2.2pp |
| Annual return | 21.52% | 19.26%+2.3pp | 23.94%-2.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $2,576 | $3,278-21.4% | $4,158-38.0% | $2,342+10.0% |
| Participant deferral / active EE | $5,045 | $4,053+24.5% | $5,097-1.0% | $3,332+51.4% |
| Admin fee / account holder | $4,689 | $5,407-13.3% | $5,943-21.1% | $4,645+0.9% |