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 | $70,103 | $96,484-27.3% | $156,263-55.1% | $74,304-5.7% |
| Participation rate | 69.9% | 67.7%+2.3pp | 78.9%-9.0pp | 60.3%+9.6pp |
| Annual return | 15.97% | 17.73%-1.8pp | 59.47%-43.5pp | 29.43%-13.5pp |
| Employer contribution / active EE | $2,962 | $2,528+17.1% | $4,333-31.6% | $2,241+32.2% |
| Participant deferral / active EE | $7,038 | $4,286+64.2% | $6,158+14.3% | $3,767+86.8% |
| Admin fee / account holder | $2,980 | $3,728-20.1% | $14,255-79.1% | $2,969+0.4% |