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 | $49,392 | $57,541-14.2% | $95,745-48.4% | $75,163-34.3% |
| Participation rate | 68.8% | 62.5%+6.2pp | 72.3%-3.5pp | 67.2%+1.6pp |
| Annual return | 17.68% | 34.93%-17.3pp | 28.35%-10.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $3,086 | $1,808+70.7% | $2,835+8.9% | $2,670+15.6% |
| Participant deferral / active EE | $4,269 | $3,074+38.9% | $4,245+0.6% | $4,125+3.5% |
| Admin fee / account holder | $3,829 | $4,099-6.6% | $5,678-32.6% | $5,651-32.2% |