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 | $75,853 | $79,944-5.1% | $98,439-22.9% | $75,163+0.9% |
| Participation rate | 68.4% | 70.4%-1.9pp | 75.2%-6.7pp | 67.2%+1.2pp |
| Annual return | 12.96% | 19.75%-6.8pp | 21.16%-8.2pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,550 | $2,264-31.5% | $3,048-49.2% | $2,670-42.0% |
| Participant deferral / active EE | $2,707 | $3,752-27.9% | $4,738-42.9% | $4,125-34.4% |
| Admin fee / account holder | $6,598 | $6,840-3.5% | $8,948-26.3% | $5,651+16.8% |