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 | $83,912 | $95,803-12.4% | $113,168-25.9% | $84,808-1.1% |
| Participation rate | 69.2% | 72.9%-3.6pp | 76.6%-7.3pp | 68.3%+0.9pp |
| Annual return | 23.69% | 25.00%-1.3pp | 24.27%-0.6pp | 40.90%-17.2pp |
| Employer contribution / active EE | $3,204 | $2,360+35.8% | $2,975+7.7% | $2,631+21.8% |
| Participant deferral / active EE | $4,956 | $4,242+16.8% | $5,107-3.0% | $4,212+17.7% |
| Admin fee / account holder | $7,491 | $8,989-16.7% | $12,068-37.9% | $7,344+2.0% |