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 | $86,403 | $79,944+8.1% | $98,439-12.2% | $75,163+15.0% |
| Participation rate | 66.7% | 70.4%-3.7pp | 75.2%-8.5pp | 67.2%-0.5pp |
| Annual return | 16.46% | 19.75%-3.3pp | 21.16%-4.7pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,785 | $2,264+23.0% | $3,048-8.6% | $2,670+4.3% |
| Participant deferral / active EE | $5,472 | $3,752+45.8% | $4,738+15.5% | $4,125+32.6% |
| Admin fee / account holder | $2,592 | $6,840-62.1% | $8,948-71.0% | $5,651-54.1% |