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 | $85,280 | $79,944+6.7% | $98,439-13.4% | $75,163+13.5% |
| Participation rate | 67.9% | 70.4%-2.5pp | 75.2%-7.3pp | 67.2%+0.7pp |
| Annual return | 20.56% | 19.75%+0.8pp | 21.16%-0.6pp | 160.62%-140.1pp |
| Employer contribution / active EE | $2,128 | $2,264-6.0% | $3,048-30.2% | $2,670-20.3% |
| Participant deferral / active EE | $5,058 | $3,752+34.8% | $4,738+6.8% | $4,125+22.6% |
| Admin fee / account holder | $2,947 | $6,840-56.9% | $8,948-67.1% | $5,651-47.9% |