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 | $108,779 | $101,724+6.9% | $164,813-34.0% | $80,856+34.5% |
| Participation rate | 67.3% | 71.8%-4.6pp | 78.6%-11.3pp | 67.6%-0.4pp |
| Annual return | 14.54% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,152 | $2,953+6.7% | $4,341-27.4% | $2,755+14.4% |
| Participant deferral / active EE | $5,787 | $4,477+29.2% | $6,031-4.1% | $4,296+34.7% |
| Admin fee / account holder | $7,526 | $8,227-8.5% | $12,690-40.7% | $6,918+8.8% |