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 | $82,119 | $85,515-4.0% | $112,040-26.7% | $67,986+20.8% |
| Participation rate | 69.2% | 68.2%+1.0pp | 76.5%-7.3pp | 57.2%+12.0pp |
| Annual return | 15.75% | 29.68%-13.9pp | 24.52%-8.8pp | 31.67%-15.9pp |
| Employer contribution / active EE | $986 | $2,191-55.0% | $2,954-66.6% | $2,019-51.2% |
| Participant deferral / active EE | $3,399 | $4,014-15.3% | $5,098-33.3% | $3,358+1.2% |
| Admin fee / account holder | $15,669 | $3,774+315.2% | $12,098+29.5% | $3,203+389.2% |