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 | $64,517+17.2% | $81,438-7.1% | $80,874-6.5% |
| Participation rate | 64.7% | 63.9%+0.8pp | 69.5%-4.8pp | 67.6%-2.9pp |
| Annual return | 18.89% | 16.35%+2.5pp | 24.74%-5.8pp | 35.62%-16.7pp |
| Employer contribution / active EE | $2,497 | $1,982+26.0% | $2,460+1.5% | $2,756-9.4% |
| Participant deferral / active EE | $5,333 | $3,096+72.3% | $3,883+37.3% | $4,297+24.1% |
| Admin fee / account holder | $1,184 | $5,677-79.1% | $5,764-79.5% | $6,935-82.9% |