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 | $85,769 | $80,717+6.3% | $154,803-44.6% | $84,808+1.1% |
| Participation rate | 66.7% | 66.8%-0.1pp | 78.1%-11.4pp | 68.3%-1.6pp |
| Annual return | 19.52% | 37.96%-18.4pp | 58.88%-39.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,908 | $2,761+5.3% | $4,305-32.5% | $2,631+10.5% |
| Participant deferral / active EE | $5,838 | $3,303+76.7% | $5,540+5.4% | $4,212+38.6% |
| Admin fee / account holder | $6,326 | $6,746-6.2% | $14,329-55.8% | $7,344-13.9% |