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 | $75,788 | $93,571-19.0% | $135,903-44.2% | $75,163+0.8% |
| Participation rate | 68.8% | 75.2%-6.4pp | 81.9%-13.2pp | 67.2%+1.6pp |
| Annual return | 24.39% | 30.90%-6.5pp | 68.23%-43.8pp | 160.62%-136.2pp |
| Employer contribution / active EE | $3,828 | $3,537+8.2% | $4,856-21.2% | $2,670+43.4% |
| Participant deferral / active EE | $9,150 | $6,404+42.9% | $7,758+17.9% | $4,125+121.8% |
| Admin fee / account holder | $48,730 | $6,975+598.6% | $10,762+352.8% | $5,651+762.3% |