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 | $86,702 | $81,460+6.4% | $103,333-16.1% | $80,856+7.2% |
| Participation rate | 62.9% | 66.8%-4.0pp | 74.5%-11.7pp | 67.6%-4.8pp |
| Annual return | 11.73% | 25.55%-13.8pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,091 | $3,105-32.7% | $3,868-45.9% | $2,755-24.1% |
| Participant deferral / active EE | $3,736 | $3,869-3.4% | $5,057-26.1% | $4,296-13.0% |
| Admin fee / account holder | $1,889 | $6,566-71.2% | $8,355-77.4% | $6,918-72.7% |