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 | $75,968 | $81,248-6.5% | $155,509-51.1% | $80,856-6.0% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.6%+1.6pp |
| Annual return | 29.71% | 33.31%-3.6pp | 64.67%-35.0pp | 35.59%-5.9pp |
| Employer contribution / active EE | $1,380 | $3,100-55.5% | $4,672-70.5% | $2,755-49.9% |
| Participant deferral / active EE | $1,489 | $3,452-56.9% | $5,626-73.5% | $4,296-65.3% |
| Admin fee / account holder | $18,009 | $7,997+125.2% | $15,912+13.2% | $6,918+160.3% |