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 | $66,555 | $80,724-17.6% | $103,333-35.6% | $74,495-10.7% |
| Participation rate | 63.1% | 65.7%-2.6pp | 74.5%-11.4pp | 67.2%-4.1pp |
| Annual return | 16.19% | 27.56%-11.4pp | 24.88%-8.7pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $3,421 | $3,157+8.4% | $3,868-11.5% | $2,623+30.4% |
| Participant deferral / active EE | $3,847 | $3,860-0.3% | $5,057-23.9% | $4,346-11.5% |
| Admin fee / account holder | $2,199 | $2,368-7.1% | $8,355-73.7% | $1,942+13.3% |