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 | $51,062 | $81,460-37.3% | $103,333-50.6% | $80,856-36.8% |
| Participation rate | 67.3% | 66.8%+0.5pp | 74.5%-7.2pp | 67.6%-0.3pp |
| Annual return | 14.98% | 25.55%-10.6pp | 24.88%-9.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,823 | $3,105-41.3% | $3,868-52.9% | $2,755-33.8% |
| Participant deferral / active EE | $2,523 | $3,869-34.8% | $5,057-50.1% | $4,296-41.3% |
| Admin fee / account holder | $2,392 | $6,566-63.6% | $8,355-71.4% | $6,918-65.4% |