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 | $92,808 | $101,724-8.8% | $164,813-43.7% | $80,856+14.8% |
| Participation rate | 67.1% | 71.8%-4.8pp | 78.6%-11.5pp | 67.6%-0.6pp |
| Annual return | 14.06% | 16.72%-2.7pp | 69.93%-55.9pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,565 | $2,953-13.2% | $4,341-40.9% | $2,755-6.9% |
| Participant deferral / active EE | $5,066 | $4,477+13.2% | $6,031-16.0% | $4,296+17.9% |
| Admin fee / account holder | $5,069 | $8,227-38.4% | $12,690-60.1% | $6,918-26.7% |