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 | $54,992 | $91,552-39.9% | $133,956-58.9% | $79,858-31.1% |
| Participation rate | 68.8% | 73.3%-4.6pp | 79.8%-11.1pp | 69.6%-0.9pp |
| Annual return | 21.71% | 61.85%-40.1pp | 45.09%-23.4pp | 31.71%-10.0pp |
| Employer contribution / active EE | $2,196 | $2,384-7.9% | $3,919-44.0% | $2,471-11.1% |
| Participant deferral / active EE | $4,485 | $3,733+20.1% | $5,048-11.1% | $3,740+19.9% |
| Admin fee / account holder | $1,627 | $6,321-74.3% | $8,927-81.8% | $5,306-69.3% |