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 | $74,494 | $88,672-16.0% | $105,223-29.2% | $82,448-9.6% |
| Participation rate | 62.0% | 67.9%-5.9pp | 75.0%-13.0pp | 68.1%-6.1pp |
| Annual return | 26.19% | 30.86%-4.7pp | 180.65%-154.5pp | 41.64%-15.5pp |
| Employer contribution / active EE | $2,581 | $3,048-15.3% | $3,689-30.0% | $2,551+1.2% |
| Participant deferral / active EE | $4,997 | $4,036+23.8% | $5,072-1.5% | $4,139+20.7% |
| Admin fee / account holder | $5,766 | $7,146-19.3% | $8,859-34.9% | $7,234-20.3% |