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 | $105,049 | $86,944+20.8% | $107,525-2.3% | $74,304+41.4% |
| Participation rate | 62.1% | 59.6%+2.6pp | 75.1%-12.9pp | 60.3%+1.8pp |
| Annual return | 14.59% | 23.52%-8.9pp | 181.32%-166.7pp | 29.43%-14.8pp |
| Employer contribution / active EE | $2,365 | $2,757-14.2% | $3,754-37.0% | $2,241+5.5% |
| Participant deferral / active EE | $3,841 | $3,554+8.1% | $5,116-24.9% | $3,767+2.0% |
| Admin fee / account holder | $4,095 | $3,727+9.9% | $8,919-54.1% | $2,969+37.9% |