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 | $107,148 | $110,257-2.8% | $96,544+11.0% | $139,434-23.2% |
| Participation rate | 69.6% | 78.1%-8.5pp | 76.0%-6.4pp | 80.3%-10.8pp |
| Annual return | 23.47% | 26.32%-2.8pp | 25.84%-2.4pp | 372.94%-349.5pp |
| Employer contribution / active EE | $3,573 | $3,620-1.3% | $2,965+20.5% | $4,751-24.8% |
| Participant deferral / active EE | $7,396 | $5,548+33.3% | $4,851+52.5% | $6,710+10.2% |
| Admin fee / account holder | $3,576 | $11,591-69.1% | $8,252-56.7% | $11,403-68.6% |