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 | $87,765 | $93,571-6.2% | $135,903-35.4% | $75,163+16.8% |
| Participation rate | 68.1% | 75.2%-7.1pp | 81.9%-13.9pp | 67.2%+0.9pp |
| Annual return | 19.42% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $4,567 | $3,537+29.1% | $4,856-6.0% | $2,670+71.0% |
| Participant deferral / active EE | $10,512 | $6,404+64.1% | $7,758+35.5% | $4,125+154.8% |
| Admin fee / account holder | $4,569 | $6,975-34.5% | $10,762-57.5% | $5,651-19.1% |