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 | $107,985 | $82,978+30.1% | $129,995-16.9% | $71,457+51.1% |
| Participation rate | 64.5% | 74.1%-9.5pp | 78.5%-13.9pp | 67.9%-3.4pp |
| Annual return | 18.52% | 20.60%-2.1pp | -137.18%+155.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $2,076 | $2,622-20.8% | $4,320-51.9% | $2,588-19.8% |
| Participant deferral / active EE | $4,877 | $4,432+10.1% | $5,820-16.2% | $4,289+13.7% |
| Admin fee / account holder | $1,162 | $1,729-32.8% | $10,614-89.1% | $1,587-26.8% |