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 | $50,957 | $55,706-8.5% | $75,886-32.9% | $72,985-30.2% |
| Participation rate | 66.7% | 61.1%+5.5pp | 69.3%-2.6pp | 69.5%-2.8pp |
| Annual return | 23.68% | 27.59%-3.9pp | 30.76%-7.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,445 | $1,687-14.3% | $2,500-42.2% | $2,440-40.8% |
| Participant deferral / active EE | $3,643 | $2,634+38.3% | $3,603+1.1% | $3,607+1.0% |
| Admin fee / account holder | $1,420 | $3,978-64.3% | $5,418-73.8% | $5,124-72.3% |