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 | $79,505 | $63,355+25.5% | $91,989-13.6% | $72,985+8.9% |
| Participation rate | 67.9% | 72.5%-4.7pp | 78.6%-10.8pp | 69.5%-1.6pp |
| Annual return | 26.57% | 35.35%-8.8pp | 69.02%-42.5pp | 81.00%-54.4pp |
| Employer contribution / active EE | $3,019 | $2,116+42.7% | $3,452-12.5% | $2,440+23.8% |
| Participant deferral / active EE | $5,207 | $4,883+6.6% | $5,923-12.1% | $3,607+44.4% |
| Admin fee / account holder | $711 | $4,668-84.8% | $7,743-90.8% | $5,124-86.1% |