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 | $78,859 | $72,492+8.8% | $87,100-9.5% | $72,985+8.0% |
| Participation rate | 54.1% | 72.8%-18.8pp | 76.9%-22.8pp | 69.5%-15.4pp |
| Annual return | 19.45% | 24.46%-5.0pp | 28.19%-8.7pp | 81.00%-61.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,134 | $3,270+57.0% | $4,049+26.8% | $3,607+42.3% |
| Admin fee / account holder | $4,941 | $5,055-2.3% | $7,497-34.1% | $5,124-3.6% |