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 | $59,672 | $79,944-25.4% | $98,439-39.4% | $75,163-20.6% |
| Participation rate | 69.2% | 70.4%-1.1pp | 75.2%-5.9pp | 67.2%+2.0pp |
| Annual return | 21.53% | 19.75%+1.8pp | 21.16%+0.4pp | 160.62%-139.1pp |
| Employer contribution / active EE | $2,443 | $2,264+7.9% | $3,048-19.8% | $2,670-8.5% |
| Participant deferral / active EE | $5,868 | $3,752+56.4% | $4,738+23.8% | $4,125+42.2% |
| Admin fee / account holder | $2,438 | $6,840-64.4% | $8,948-72.8% | $5,651-56.9% |