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 | $67,219 | $69,515-3.3% | $86,874-22.6% | $85,850-21.7% |
| Participation rate | 66.7% | 66.3%+0.3pp | 71.6%-5.0pp | 69.3%-2.6pp |
| Annual return | 12.90% | 20.12%-7.2pp | 63.52%-50.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $3,624 | $1,880+92.7% | $2,495+45.2% | $2,565+41.3% |
| Participant deferral / active EE | $3,628 | $2,919+24.3% | $3,699-1.9% | $3,952-8.2% |
| Admin fee / account holder | $3,868 | $5,972-35.2% | $5,828-33.6% | $6,260-38.2% |