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 | $95,682 | $76,367+25.3% | $93,606+2.2% | $72,985+31.1% |
| Participation rate | 66.0% | 71.7%-5.8pp | 75.8%-9.9pp | 69.5%-3.5pp |
| Annual return | 28.74% | 25.82%+2.9pp | 32.76%-4.0pp | 81.00%-52.3pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,157 | $3,538-10.8% | $4,069-22.4% | $3,607-12.5% |
| Admin fee / account holder | $4,646 | $6,838-32.1% | $7,888-41.1% | $5,124-9.3% |