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 | $56,659 | $49,227+15.1% | $70,449-19.6% | $79,858-29.0% |
| Participation rate | 64.2% | 69.2%-5.0pp | 75.1%-10.9pp | 69.6%-5.4pp |
| Annual return | 10.67% | 30.06%-19.4pp | 109.03%-98.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,538 | $2,099+20.9% | $2,737-7.2% | $2,471+2.7% |
| Participant deferral / active EE | $3,244 | $2,768+17.2% | $3,709-12.5% | $3,740-13.3% |
| Admin fee / account holder | $856 | $2,878-70.2% | $3,845-77.7% | $5,306-83.9% |