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 | $74,415 | $73,787+0.9% | $98,716-24.6% | $82,448-9.7% |
| Participation rate | 65.4% | 61.4%+4.0pp | 69.3%-3.9pp | 68.1%-2.7pp |
| Annual return | 15.32% | 18.57%-3.2pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $874 | $1,511-42.1% | $2,279-61.6% | $2,551-65.7% |
| Participant deferral / active EE | $2,693 | $3,081-12.6% | $4,048-33.5% | $4,139-34.9% |
| Admin fee / account holder | $8,574 | $6,500+31.9% | $8,703-1.5% | $7,234+18.5% |