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 | $47,943 | $53,127-9.8% | $86,590-44.6% | $70,131-31.6% |
| Participation rate | 68.3% | 65.3%+3.0pp | 73.5%-5.3pp | 69.5%-1.2pp |
| Annual return | 26.51% | 27.66%-1.2pp | 964.84%-938.3pp | 73.14%-46.6pp |
| Employer contribution / active EE | $1,065 | $2,068-48.5% | $2,839-62.5% | $2,342-54.5% |
| Participant deferral / active EE | $4,390 | $2,696+62.8% | $3,609+21.6% | $3,332+31.8% |
| Admin fee / account holder | $1,491 | $3,585-58.4% | $4,906-69.6% | $4,645-67.9% |