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 | $103,049 | $81,460+26.5% | $103,333-0.3% | $80,856+27.4% |
| Participation rate | 68.6% | 66.8%+1.8pp | 74.5%-5.9pp | 67.6%+1.0pp |
| Annual return | 15.10% | 25.55%-10.4pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,078 | $3,105-65.3% | $3,868-72.1% | $2,755-60.9% |
| Participant deferral / active EE | $3,572 | $3,869-7.7% | $5,057-29.4% | $4,296-16.8% |
| Admin fee / account holder | $2,880 | $6,566-56.1% | $8,355-65.5% | $6,918-58.4% |