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 | $56,713 | $63,764-11.1% | $81,930-30.8% | $79,858-29.0% |
| Participation rate | 66.7% | 67.5%-0.8pp | 72.0%-5.3pp | 69.6%-3.0pp |
| Annual return | 10.30% | 22.66%-12.4pp | 29.49%-19.2pp | 31.71%-21.4pp |
| Employer contribution / active EE | $2,755 | $1,795+53.4% | $4,310-36.1% | $2,471+11.5% |
| Participant deferral / active EE | $2,757 | $2,780-0.8% | $7,107-61.2% | $3,740-26.3% |
| Admin fee / account holder | $2,847 | $4,426-35.7% | $5,158-44.8% | $5,306-46.3% |