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 | $50,160 | $45,035+11.4% | $62,995-20.4% | $70,131-28.5% |
| Participation rate | 69.1% | 69.5%-0.4pp | 74.8%-5.7pp | 69.5%-0.5pp |
| Annual return | 19.22% | 18.76%+0.5pp | 87.57%-68.3pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,437 | $2,051+18.8% | $2,759-11.7% | $2,342+4.1% |
| Participant deferral / active EE | $3,792 | $2,465+53.9% | $3,329+13.9% | $3,332+13.8% |
| Admin fee / account holder | $1,514 | $2,834-46.6% | $3,600-57.9% | $4,645-67.4% |