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 | $79,895 | $81,248-1.7% | $155,509-48.6% | $80,856-1.2% |
| Participation rate | 64.7% | 66.2%-1.5pp | 78.2%-13.5pp | 67.6%-2.9pp |
| Annual return | 11.82% | 33.31%-21.5pp | 64.67%-52.8pp | 35.59%-23.8pp |
| Employer contribution / active EE | $4,929 | $3,100+59.0% | $4,672+5.5% | $2,755+78.9% |
| Participant deferral / active EE | $5,133 | $3,452+48.7% | $5,626-8.8% | $4,296+19.5% |
| Admin fee / account holder | $454 | $7,997-94.3% | $15,912-97.1% | $6,918-93.4% |