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 | $83,136 | $76,050+9.3% | $96,544-13.9% | $71,457+16.3% |
| Participation rate | 67.2% | 74.4%-7.2pp | 76.0%-8.7pp | 67.9%-0.7pp |
| Annual return | 18.99% | 22.81%-3.8pp | 25.84%-6.9pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,872 | $2,244-16.6% | $2,965-36.9% | $2,588-27.7% |
| Participant deferral / active EE | $3,801 | $4,215-9.8% | $4,851-21.7% | $4,289-11.4% |
| Admin fee / account holder | $1,672 | $2,707-38.2% | $8,252-79.7% | $1,587+5.4% |