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 | $105,613 | $100,923+4.6% | $150,045-29.6% | $74,304+42.1% |
| Participation rate | 38.3% | 70.1%-31.8pp | 82.3%-44.0pp | 60.3%-22.0pp |
| Annual return | 26.56% | 51.77%-25.2pp | 62.55%-36.0pp | 29.43%-2.9pp |
| Employer contribution / active EE | $2,847 | $3,463-17.8% | $4,693-39.3% | $2,241+27.0% |
| Participant deferral / active EE | $6,751 | $6,709+0.6% | $7,997-15.6% | $3,767+79.2% |
| Admin fee / account holder | $2,710 | $2,767-2.1% | $13,435-79.8% | $2,969-8.7% |