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 | $60,860 | $109,881-44.6% | $150,045-59.4% | $84,808-28.2% |
| Participation rate | 65.2% | 76.1%-10.9pp | 82.3%-17.1pp | 68.3%-3.1pp |
| Annual return | 26.40% | 28.25%-1.8pp | 62.55%-36.2pp | 40.90%-14.5pp |
| Employer contribution / active EE | $3,777 | $3,561+6.1% | $4,693-19.5% | $2,631+43.6% |
| Participant deferral / active EE | $6,368 | $6,636-4.0% | $7,997-20.4% | $4,212+51.2% |
| Admin fee / account holder | $4,865 | $8,568-43.2% | $13,435-63.8% | $7,344-33.7% |