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 | $81,378 | $80,731+0.8% | $103,374-21.3% | $74,546+9.2% |
| Participation rate | 69.4% | 65.7%+3.7pp | 74.5%-5.1pp | 67.2%+2.2pp |
| Annual return | 14.01% | 27.56%-13.5pp | 24.89%-10.9pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $1,499 | $3,158-52.5% | $3,869-61.3% | $2,624-42.9% |
| Participant deferral / active EE | $3,993 | $3,860+3.4% | $5,058-21.0% | $4,347-8.2% |
| Admin fee / account holder | $5,942 | $2,369+150.8% | $8,394-29.2% | $1,944+205.7% |