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 | $46,258 | $73,933-37.4% | $96,683-52.2% | $75,163-38.5% |
| Participation rate | 69.8% | 66.4%+3.3pp | 74.3%-4.6pp | 67.2%+2.6pp |
| Annual return | 18.62% | 26.70%-8.1pp | 35.69%-17.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,889 | $2,928-35.5% | $3,737-49.4% | $2,670-29.2% |
| Participant deferral / active EE | $4,678 | $3,659+27.9% | $4,878-4.1% | $4,125+13.4% |
| Admin fee / account holder | $4,105 | $5,216-21.3% | $6,730-39.0% | $5,651-27.4% |