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 | $68,566 | $92,985-26.3% | $153,485-55.3% | $80,856-15.2% |
| Participation rate | 68.6% | 69.0%-0.3pp | 77.1%-8.5pp | 67.6%+1.0pp |
| Annual return | 13.97% | 19.95%-6.0pp | 15.65%-1.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,361 | $3,507-32.7% | $5,039-53.1% | $2,755-14.3% |
| Participant deferral / active EE | $4,860 | $5,178-6.1% | $6,757-28.1% | $4,296+13.1% |
| Admin fee / account holder | $3,159 | $8,880-64.4% | $12,724-75.2% | $6,918-54.3% |