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 | $116,399 | $94,625+23.0% | $116,228+0.1% | $84,808+37.3% |
| Participation rate | 69.0% | 70.4%-1.4pp | 74.6%-5.5pp | 68.3%+0.7pp |
| Annual return | 13.48% | 20.40%-6.9pp | 90.06%-76.6pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,238 | $2,347-4.6% | $2,994-25.3% | $2,631-14.9% |
| Participant deferral / active EE | $4,810 | $3,972+21.1% | $4,953-2.9% | $4,212+14.2% |
| Admin fee / account holder | $11,740 | $10,091+16.3% | $11,989-2.1% | $7,344+59.9% |