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 | $70,905 | $81,947-13.5% | $105,387-32.7% | $72,985-2.8% |
| Participation rate | 64.3% | 76.5%-12.3pp | 82.6%-18.3pp | 69.5%-5.2pp |
| Annual return | 23.07% | 42.90%-19.8pp | 26.82%-3.8pp | 81.00%-57.9pp |
| Employer contribution / active EE | $5,213 | $3,468+50.3% | $4,213+23.7% | $2,440+113.7% |
| Participant deferral / active EE | $6,861 | $4,494+52.7% | $5,502+24.7% | $3,607+90.2% |
| Admin fee / account holder | $4,292 | $6,258-31.4% | $6,559-34.6% | $5,124-16.2% |