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 | $81,677 | $88,360-7.6% | $145,433-43.8% | $67,986+20.1% |
| Participation rate | 63.4% | 65.5%-2.1pp | 82.1%-18.7pp | 57.2%+6.2pp |
| Annual return | 22.52% | 63.15%-40.6pp | 66.58%-44.1pp | 31.67%-9.1pp |
| Employer contribution / active EE | $2,038 | $3,054-33.3% | $4,554-55.3% | $2,019+0.9% |
| Participant deferral / active EE | $5,408 | $5,932-8.8% | $7,897-31.5% | $3,358+61.0% |
| Admin fee / account holder | $6,142 | $3,313+85.4% | $13,129-53.2% | $3,203+91.8% |