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 | $110,334 | $101,724+8.5% | $164,813-33.1% | $80,856+36.5% |
| Participation rate | 67.2% | 71.8%-4.7pp | 78.6%-11.4pp | 67.6%-0.5pp |
| Annual return | 23.34% | 16.72%+6.6pp | 69.93%-46.6pp | 35.59%-12.3pp |
| Employer contribution / active EE | $4,715 | $2,953+59.7% | $4,341+8.6% | $2,755+71.2% |
| Participant deferral / active EE | $4,042 | $4,477-9.7% | $6,031-33.0% | $4,296-5.9% |
| Admin fee / account holder | $1,301 | $8,227-84.2% | $12,690-89.7% | $6,918-81.2% |