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 | $47,007 | $48,076-2.2% | $78,689-40.3% | $62,891-25.3% |
| Participation rate | 69.4% | 65.2%+4.2pp | 73.6%-4.1pp | 69.3%+0.1pp |
| Annual return | 8.71% | 31.35%-22.6pp | 62.18%-53.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,759 | $2,015+36.9% | $2,851-3.2% | $2,281+21.0% |
| Participant deferral / active EE | $1,874 | $2,588-27.6% | $3,517-46.7% | $3,203-41.5% |
| Admin fee / account holder | $427 | $3,207-86.7% | $4,510-90.5% | $4,296-90.1% |