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 | $59,831 | $78,926-24.2% | $136,749-56.2% | $84,808-29.5% |
| Participation rate | 68.1% | 62.2%+5.9pp | 72.1%-4.1pp | 68.3%-0.2pp |
| Annual return | 14.89% | 18.17%-3.3pp | 24.33%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,012 | $2,134-5.7% | $3,400-40.8% | $2,631-23.5% |
| Participant deferral / active EE | $4,567 | $3,168+44.2% | $4,692-2.7% | $4,212+8.4% |
| Admin fee / account holder | $9,655 | $6,369+51.6% | $11,386-15.2% | $7,344+31.5% |