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 | $114,081 | $109,881+3.8% | $150,045-24.0% | $84,808+34.5% |
| Participation rate | 67.5% | 76.1%-8.6pp | 82.3%-14.8pp | 68.3%-0.8pp |
| Annual return | 17.84% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,365 | $3,561-33.6% | $4,693-49.6% | $2,631-10.1% |
| Participant deferral / active EE | $4,082 | $6,636-38.5% | $7,997-49.0% | $4,212-3.1% |
| Admin fee / account holder | $591 | $8,568-93.1% | $13,435-95.6% | $7,344-91.9% |