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 | $66,420 | $57,065+16.4% | $75,670-12.2% | $70,131-5.3% |
| Participation rate | 66.7% | 68.1%-1.4pp | 72.3%-5.7pp | 69.5%-2.9pp |
| Annual return | 15.65% | 23.57%-7.9pp | 27.34%-11.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $2,294 | $1,817+26.3% | $2,352-2.5% | $2,342-2.1% |
| Participant deferral / active EE | $4,581 | $2,580+77.6% | $3,142+45.8% | $3,332+37.5% |
| Admin fee / account holder | $17,222 | $3,825+350.3% | $5,800+197.0% | $4,645+270.7% |