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 | $65,056 | $54,705+18.9% | $71,209-8.6% | $84,808-23.3% |
| Participation rate | 68.8% | 64.1%+4.7pp | 73.8%-5.0pp | 68.3%+0.4pp |
| Annual return | 14.70% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,652 | $2,158-23.4% | $2,721-39.3% | $2,631-37.2% |
| Participant deferral / active EE | $3,256 | $3,030+7.4% | $4,175-22.0% | $4,212-22.7% |
| Admin fee / account holder | $753 | $4,863-84.5% | $5,349-85.9% | $7,344-89.7% |