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 | $113,739 | $64,121+77.4% | $78,805+44.3% | $116,875-2.7% |
| Participation rate | 61.4% | 71.0%-9.5pp | 73.6%-12.1pp | 74.5%-13.1pp |
| Annual return | 15.68% | 16.32%-0.6pp | -2.71%+18.4pp | 16.29%-0.6pp |
| Employer contribution / active EE | $1,802 | $2,257-20.2% | $4,059-55.6% | $3,288-45.2% |
| Participant deferral / active EE | $3,847 | $2,757+39.6% | $3,584+7.3% | $3,885-1.0% |
| Admin fee / account holder | $6,880 | $5,745+19.8% | $5,677+21.2% | $12,263-43.9% |