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 | $79,059 | $109,881-28.1% | $150,045-47.3% | $84,808-6.8% |
| Participation rate | 65.0% | 76.1%-11.1pp | 82.3%-17.3pp | 68.3%-3.3pp |
| Annual return | 18.48% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,662 | $3,561+2.8% | $4,693-22.0% | $2,631+39.2% |
| Participant deferral / active EE | $8,236 | $6,636+24.1% | $7,997+3.0% | $4,212+95.6% |
| Admin fee / account holder | $12,556 | $8,568+46.5% | $13,435-6.5% | $7,344+71.0% |