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 | $90,214 | $80,968+11.4% | $96,544-6.6% | $75,163+20.0% |
| Participation rate | 69.0% | 71.8%-2.8pp | 76.0%-7.0pp | 67.2%+1.8pp |
| Annual return | 15.55% | 27.06%-11.5pp | 25.84%-10.3pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,355 | $2,282+3.2% | $2,965-20.6% | $2,670-11.8% |
| Participant deferral / active EE | $4,645 | $3,928+18.3% | $4,851-4.2% | $4,125+12.6% |
| Admin fee / account holder | $5,378 | $6,724-20.0% | $8,252-34.8% | $5,651-4.8% |