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 | $67,864 | $95,803-29.2% | $113,168-40.0% | $84,808-20.0% |
| Participation rate | 69.2% | 72.9%-3.6pp | 76.6%-7.3pp | 68.3%+0.9pp |
| Annual return | 17.40% | 25.00%-7.6pp | 24.27%-6.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,103 | $2,360+31.5% | $2,975+4.3% | $2,631+17.9% |
| Participant deferral / active EE | $3,612 | $4,242-14.8% | $5,107-29.3% | $4,212-14.2% |
| Admin fee / account holder | $1,063 | $8,989-88.2% | $12,068-91.2% | $7,344-85.5% |