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 | $48,031 | $64,348-25.4% | $90,160-46.7% | $70,131-31.5% |
| Participation rate | 69.6% | 70.4%-0.8pp | 76.9%-7.3pp | 69.5%+0.1pp |
| Annual return | 20.02% | 28.13%-8.1pp | 34.88%-14.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $2,923 | $2,046+42.9% | $3,318-11.9% | $2,342+24.8% |
| Participant deferral / active EE | $5,218 | $4,389+18.9% | $5,288-1.3% | $3,332+56.6% |
| Admin fee / account holder | $1,317 | $3,944-66.6% | $5,943-77.8% | $4,645-71.6% |