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 | $55,634 | $86,286-35.5% | $111,297-50.0% | $85,850-35.2% |
| Participation rate | 68.6% | 73.3%-4.8pp | 77.3%-8.7pp | 69.3%-0.7pp |
| Annual return | 14.10% | 19.99%-5.9pp | 54.65%-40.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,340 | $2,043+14.5% | $2,731-14.3% | $2,565-8.8% |
| Participant deferral / active EE | $2,826 | $3,641-22.4% | $4,487-37.0% | $3,952-28.5% |
| Admin fee / account holder | $9,820 | $8,188+19.9% | $7,964+23.3% | $6,260+56.9% |