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 | $51,204 | $72,012-28.9% | $185,823-72.4% | $79,858-35.9% |
| Participation rate | 61.3% | 65.8%-4.5pp | 78.0%-16.7pp | 69.6%-8.3pp |
| Annual return | 23.20% | 23.12%+0.1pp | 35.95%-12.8pp | 31.71%-8.5pp |
| Employer contribution / active EE | $3,224 | $1,965+64.1% | $4,087-21.1% | $2,471+30.5% |
| Participant deferral / active EE | $5,420 | $3,779+43.4% | $5,632-3.8% | $3,740+44.9% |
| Admin fee / account holder | $3,858 | $4,513-14.5% | $9,500-59.4% | $5,306-27.3% |