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 | $102,840 | $96,484+6.6% | $156,263-34.2% | $74,304+38.4% |
| Participation rate | 59.1% | 67.7%-8.6pp | 78.9%-19.8pp | 60.3%-1.3pp |
| Annual return | 15.83% | 17.73%-1.9pp | 59.47%-43.6pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,932 | $2,528-23.6% | $4,333-55.4% | $2,241-13.8% |
| Participant deferral / active EE | $4,192 | $4,286-2.2% | $6,158-31.9% | $3,767+11.3% |
| Admin fee / account holder | $2,139 | $3,728-42.6% | $14,255-85.0% | $2,969-28.0% |