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 | $80,280 | $78,705+2.0% | $117,854-31.9% | $70,131+14.5% |
| Participation rate | 67.7% | 73.2%-5.5pp | 79.7%-11.9pp | 69.5%-1.8pp |
| Annual return | 16.54% | 23.30%-6.8pp | 335.08%-318.5pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,696 | $2,223+21.3% | $3,786-28.8% | $2,342+15.1% |
| Participant deferral / active EE | $3,041 | $3,297-7.8% | $4,482-32.2% | $3,332-8.7% |
| Admin fee / account holder | $5,975 | $5,065+18.0% | $8,020-25.5% | $4,645+28.6% |