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 | $64,937 | $51,638+25.8% | $68,368-5.0% | $82,448-21.2% |
| Participation rate | 67.6% | 63.6%+4.0pp | 73.8%-6.2pp | 68.1%-0.5pp |
| Annual return | 20.53% | 37.53%-17.0pp | 292.57%-272.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,041 | $2,047-0.3% | $2,649-23.0% | $2,551-20.0% |
| Participant deferral / active EE | $3,661 | $2,914+25.6% | $4,123-11.2% | $4,139-11.6% |
| Admin fee / account holder | $1,659 | $4,643-64.3% | $5,150-67.8% | $7,234-77.1% |