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 | $79,544 | $64,121+24.1% | $78,805+0.9% | $116,875-31.9% |
| Participation rate | 64.3% | 71.0%-6.7pp | 73.6%-9.3pp | 74.5%-10.2pp |
| Annual return | 18.03% | 16.32%+1.7pp | -2.71%+20.7pp | 16.29%+1.7pp |
| Employer contribution / active EE | $2,825 | $2,257+25.1% | $4,059-30.4% | $3,288-14.1% |
| Participant deferral / active EE | $3,721 | $2,757+35.0% | $3,584+3.8% | $3,885-4.2% |
| Admin fee / account holder | $4,518 | $5,745-21.3% | $5,677-20.4% | $12,263-63.2% |