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 | $75,636 | $64,480+17.3% | $81,382-7.1% | $80,856-6.5% |
| Participation rate | 64.7% | 63.9%+0.8pp | 69.5%-4.8pp | 67.6%-2.9pp |
| Annual return | 18.89% | 16.34%+2.6pp | 24.73%-5.8pp | 35.59%-16.7pp |
| Employer contribution / active EE | $2,497 | $1,978+26.2% | $2,463+1.4% | $2,755-9.4% |
| Participant deferral / active EE | $5,333 | $3,094+72.4% | $3,883+37.3% | $4,296+24.2% |
| Admin fee / account holder | $1,184 | $5,671-79.1% | $5,768-79.5% | $6,918-82.9% |