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 | $67,986 | $78,926-13.9% | $136,749-50.3% | $84,808-19.8% |
| Participation rate | 68.8% | 62.2%+6.6pp | 72.1%-3.4pp | 68.3%+0.4pp |
| Annual return | 16.03% | 18.17%-2.1pp | 24.33%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,267 | $2,134+6.2% | $3,400-33.3% | $2,631-13.8% |
| Participant deferral / active EE | $3,114 | $3,168-1.7% | $4,692-33.6% | $4,212-26.1% |
| Admin fee / account holder | $3,642 | $6,369-42.8% | $11,386-68.0% | $7,344-50.4% |