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 | $82,519 | $87,870-6.1% | $113,168-27.1% | $74,304+11.1% |
| Participation rate | 69.6% | 70.7%-1.1pp | 76.6%-6.9pp | 60.3%+9.3pp |
| Annual return | 16.54% | 26.44%-9.9pp | 24.27%-7.7pp | 29.43%-12.9pp |
| Employer contribution / active EE | $702 | $2,277-69.2% | $2,975-76.4% | $2,241-68.7% |
| Participant deferral / active EE | $3,451 | $4,241-18.6% | $5,107-32.4% | $3,767-8.4% |
| Admin fee / account holder | $4,502 | $3,368+33.7% | $12,068-62.7% | $2,969+51.6% |