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 | $109,266 | $81,248+34.5% | $155,509-29.7% | $80,856+35.1% |
| Participation rate | 66.0% | 66.2%-0.2pp | 78.2%-12.2pp | 67.6%-1.6pp |
| Annual return | 14.76% | 33.31%-18.6pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,380 | $3,100+9.0% | $4,672-27.7% | $2,755+22.7% |
| Participant deferral / active EE | $5,748 | $3,452+66.5% | $5,626+2.2% | $4,296+33.8% |
| Admin fee / account holder | $2,322 | $7,997-71.0% | $15,912-85.4% | $6,918-66.4% |